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Active Sheet Format Updating from Template

Scott Blick
edited 12/09/19 in Archived 2017 Posts



My org manages product delivery lifecycles. We currently copy a process checklist template (sheet) for each new product delivery. This checklist also captures dates and data points.


Idealy there would be a way to actively update format of the checlist template sheet (additional rows added as we fine tune the process) throughout the lifecyle. 


My kneejerk idea work around was to reate a report of the template... but populating dates or data ponts pushes that data back to the origination. That would not work for our current need. Any ideas would be appreciated. 


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



    There isn't a way to do this.

    You'll need to manually Save As New, cleanup the sheet (remove data, keep structure and formatting), Save As Template.




  • When I first learned of Smartsheet, 3 days ago, I was truly wowed!  I'm an advanced/expert Excel user.  I might be addicted to Smartsheets now though; however, one key reason I turned to Smartsheets is I was led to believe (by a co-worker) that updating a template would dynamically update every smartsheet that used that template.  WHICH SOUNDED AMAZING!! 


    If a template is saved in a workspace, any smartsheet using that template saved in the same workspace should have this dynamic update ability - when the template is changed! 

This discussion has been closed.