Automatic creation of sheets

03/18/21
Accepted

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

  • Genevieve PGenevieve P admin
    Accepted Answer

    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

Answers

  • Genevieve PGenevieve P admin
    Accepted Answer

    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

  • This is awesome!🤘 Thank you. The more I learn about Smartsheets, the more awesome it is!!!!😎

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    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 PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Awesome, Thank you. I can't wait to get my hands on it. Once I do, I'll be back....🌞

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