Method/formula to rename sheets, reports and dashboards in a folder

Have a folder with 15 sheets, reports and dashboards used as a template folder. Titles include (Clear) as a generic placeholder in the folder and used in the 15. When a new project is started, we "Save As New" that folder, replace (Clear), with the project folder name and do so for each associated sheet, report and dashboard.

Excel has a formula to automatically update chart titles based on new month etc.. Am looking for a method or formula that will utilize the new project name replacing the generic (Clear), in each of the sheets, reports and dashboard in the folder.

Example "(Clear) System Access Status Report" for the ABC project to "ABC System Access Status Report".

Find more posts tagged with

Sheets

Healthcare

Formulas

Project Management

Comments

Paul Newcome

THere is no way to do this within Smartsheet itself, but it may be possible with either a 3rd party app such as Zapier or with the API.

PPS Solutions

Hi we have a Forms app built on the Smartsheet API which automates what you have described in seconds as well as a customisable interface to add summary field info to each sheet eg Project Manager Name, Sponsor name, Approved Budget etc. If you would like a screenshare demo drop us a line - solutions@projectplanservices.co.uk Cheers Dan

Sign in to join the conversation!

Quick Links

Trending discussions

Set contents of two columns into 1
Hi - trying to figure out a formula that combines two columns into one long column, maintaining contents in multiple rows. Noting that the number of items in each column will change as these are each using the index/distinct to summarize a separate sheet. For example: Thanks for any help!
Unparsable formula; Sheet summary SUMIF formula
Can anyone help why this formula is coming up as unparseable? I'm creating a sheet summary, where it totals the Estimated GP (Est. GP) column if the Status column has the "Quoted" drop-down option is selected. Formula i've used: =SUMIF(Status:Status,"Quoted",Est. GP:Est. GP) Thanks a lot!
INDEX/MATCH Most Recent Entry
I am trying to pull from a sheet that is essentially a list of new records that are entered weekly. To keep things clean I have a helper sheet that just lists the project name once and the rest of the columns pull in through an INDEX/MATCH. I am trying to have that helper sheet pull in only the most recent entry. There is…