Welcome to the Smartsheet Forum Archives


The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.

Enhancement Request - Ability to Edit Templates

Jeremy Myers
Jeremy Myers ✭✭✭✭✭
edited 12/09/19 in Archived 2016 Posts

Sorry if this has been covered elsewhere...Embarassed

 

Requesting the ability to modify a template directly and re-save or save-as.  It's a pain to go to an existing sheet, copy, strip all the data, resave, etc.

Tags:
· Share on FacebookShare on Twitter

Comments

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    The process should be:

     

    1. Open Template, Use Template / Save as New

    2. Modify the original

    3. Save as Template.

    4. Delete the old one

     

    Only drawback is no version history, but that has been handled by others using some naming schemes.

    This skips the strip all data step.

     

    Craig

     

    · Share on FacebookShare on Twitter
  • Shaine Greenwood
    Shaine Greenwood Employee

    Hi Jeremy—J. Craig is correct, that's currently the easiest process for editing a template, when needed.

     

    I'll get your vote down for a way to edit a template directly without having to create a new template.

    · Share on FacebookShare on Twitter
This discussion has been closed.

Categories