Recommended workflow for testing/updating in one sheet and then moving updates to Live sheet
Here's my current workflow and I know there must be a better way.
I have a TEST Smartsheet that matches a LIVE Smartsheet
In the TEST sheet I make requested modifications to columns and formulas. Once completed I am manually modifying the columns and formulas in the LIVE sheet to implement the changes. This is way to time consuming and prone to human error. A lot of copying and pasting.
What is a better method to implement changes in the TEST sheet into the LIVE sheet and keep the data in the LIVE sheet?
Thanks,
Jeana
Answers
-
Hi @Jeana
A solution that would be perfect for this use-case is the premium add-on, Control Center.
Is that an option?
More info:
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Andrée,
I was just about to check that out. We are Premium customers but I haven't ever looked at it. I will now. Any recommendations on using it or is it pretty straight forward if I watch the video's, etc.?
Thanks,
Jeana
-
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Andrée,
Yep, I discovered that. Doubt that we will take that step. I'm still looking for a better workflow to update formulas and columns from one Smartsheet to several others. Any ideas?
Thanks,
Jeana
-
I'll get back to you if I think of some other way to solve it.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 64.3K Get Help
- 423 Global Discussions
- 221 Industry Talk
- 461 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 144 Just for fun
- 59 Community Job Board
- 462 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 300 Events
- 39 Webinars
- 7.3K Forum Archives