Embedded links in Plans

Terry Birse

I have created a template suite and my project plan has links to other docs within the suite. When "Create as New",the embedded links only link back to the original template suite and not the new files. Is therre a way to make the links follow the newly created folder?

Andrée Starå

Hi Terry,

How are the links and documents structured?

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

I hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Paul Newcome

If you use actual URL's, those URL's will be maintained when you Save as New. If you want it to automatically update to link to the newly created docs, you will need to use the "Link to other Smartsheet" option when hyperlinking and make sure that when you do Save as New, you have the option selected for "Newly Created Sheets".