Automatic creation of sheets
Hi, I'm wondering if there is a way to automatically create a tracker from a template when a row is added to a master sheet? So, I'd have a form add rows to a master sheet, then I'd like that to automatically start an individual tracker that I've setup as a template. And can those trackers be automatically saved in another Workspace?
Best Answer
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Hi @Tony Cooper
You can create a Sheet from a Template and put it in a specific Workspace using the Smartsheet API - see the documentation for this specific request here: Create Sheet in Workspace from Template
However what you're describing sounds exactly like what Smartsheet's premium application Control Center does: automatically generating sheets/templates/workspace set-up based on a row submitted in an intake sheet. You may want to look into this instead of using the API, see: Control Center Overview and Control Center by Smartsheet.
Cheers,
Genevieve
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Answers
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Hi @Tony Cooper
You can create a Sheet from a Template and put it in a specific Workspace using the Smartsheet API - see the documentation for this specific request here: Create Sheet in Workspace from Template
However what you're describing sounds exactly like what Smartsheet's premium application Control Center does: automatically generating sheets/templates/workspace set-up based on a row submitted in an intake sheet. You may want to look into this instead of using the API, see: Control Center Overview and Control Center by Smartsheet.
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
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This is awesome!🤘 Thank you. The more I learn about Smartsheets, the more awesome it is!!!!😎
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Hi @Tony Cooper
I hope you're well and safe!
To add to Genevieve's excellent advice/answer.
Smartsheet is fantastic but combined with Control Center, and it's like magic.
Going from Intake > Provisioning a project > Dashboards/Portals, Sheets, Reports are created, connected, and a Portfolio overview is always up to date.
I hope that helps!
Be safe and have a fantastic day!
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.
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Awesome, Thank you. I can't wait to get my hands on it. Once I do, I'll be back....🌞
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