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".
Comments
-
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.
-
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
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 64.4K Get Help
- 424 Global Discussions
- 221 Industry Talk
- 464 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 144 Just for fun
- 60 Community Job Board
- 463 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 301 Events
- 40 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!