Why would you save a sheet as a template vs saving as a new sheet?

Leslie Sutula (US - IFS)

I have a master sheet that I plan to replicate multiple times retaining all configuration I have done ie workflows, attachments, predecessors. It appears that saving as a template and saving as a new sheet would retain all of those features. So what is the benefit of saving as a template vs saving as a new sheet (and vice versa), is there something obvious I am missing? Thx.

Paul Newcome

The biggest thing would be that you can't start keying into the sheet and unintentionally save over something by mistake before saving as new with a template.

Andrée Starå

Hi Leslie,

@Leslie Sutula (US - IFS)

Templates are perfect if you need a new sheet often for a specific task or if someone else, and it should be as simple as possible.

It's simpler to start and save from a template.

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Silvia Rangel

@Andrée Starå Piggy backing on this, is the new sheet (from a template) able to feed back into a different sheet??

Thanks!

Andrée Starå

@Silvia Rangel

Unfortunately, it is not possible with formulas, but maybe through a copy row automation or similar.

Would that work? What is the process?

Jose Robles

@Andrée Starå I have a similar question. I created a template from an already populated sheet. Meaning information in it already Plus formulas/automations etc.

I am trying to only create a template with the formulas and automations BUT all the information in it is transferring to the template as well.

Is there an option to create the template with only formulas/automations and row settings?

Thanks

Paul Newcome

@Jose Robles Have you checked the options at the bottom of the "Save as template" box?

Jose Robles

Hello @Paul Newcome that worked, thank you!

Paul Newcome

@Jose Robles Happy to help. 👍️

Andrée Starå

https://community.smartsheet.com/discussion/comment/423687#Comment_423687

I saw that Paul had answered already, and my answer would be the same!

Let me know if I can help with anything else!

Best,

Andrée

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