Move / Copy Rows Within a Template
I have a project template Workspace setup, and I would like to be able to copy rows from one sheet to another within the Workspace. The problem I'm running into is that when the Workspace is copied to create a new project, the "copy to" sheets do not update to the newly created sheets. Instead rows are copied back to the template. All other Reports, Dashboard, links, etc. update to the newly created sheet, so I assumed copying and moving rows would do that same? Am I missing something or is this working as intended?
Best Answer
-
I've found the same things - when I copy a workspace or folder, there are actually 2 things that don't update to point to the new space:
1) Automation - Copy & Move Row Rules
2) Dashboards - Web Content Widgets (forms, published reports, published calendars)
I make it part of my instructions to make sure to look for and update those 2 things.
*** I have also requested this as an enhancement. It would be helpful if you'd put a request in as well:
Answers
-
I've found the same things - when I copy a workspace or folder, there are actually 2 things that don't update to point to the new space:
1) Automation - Copy & Move Row Rules
2) Dashboards - Web Content Widgets (forms, published reports, published calendars)
I make it part of my instructions to make sure to look for and update those 2 things.
*** I have also requested this as an enhancement. It would be helpful if you'd put a request in as well:
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.8K Get Help
- 434 Global Discussions
- 136 Industry Talk
- 470 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 65 Community Job Board
- 485 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives