Is it possible to automate link creation between 2 smarthsheets?

Regarding the question above, consider a scenario where 1 project requires 2 linked smartsheets. Now consider a scenario where 50+ projects each require 2 linked smartsheets and a new project is added to the que 2 or 3 times a week.

Is it possible to have two "master" smartsheets linked to each other that can be copied and saved for the next new project without losing the links already created? If the answer is no, is it possible to automate the creation of links between the two smartsheets?

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @imtonydillard

    If you have two sheets already linked as a sort of template, then you can house both of these sheets inside a Folder.

    Then, when you have a new project, you can copy the folder with "Save as New" and select the option to keep the new sheets linked to each other:

    Let me know if this will work for you!

    Cheers,

    Genevieve

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @imtonydillard

    If you have two sheets already linked as a sort of template, then you can house both of these sheets inside a Folder.

    Then, when you have a new project, you can copy the folder with "Save as New" and select the option to keep the new sheets linked to each other:

    Let me know if this will work for you!

    Cheers,

    Genevieve

  • Yes, it worked. You are awesome!

  • Genevieve P.
    Genevieve P. Employee Admin

    Glad I could help! 🙂

  • Freymish
    Freymish
    edited 03/14/22

    I have the same basic scenario except I would like to be able to add another sheet as a source and be able to "initialize" a row as to link to the new sheet.

    Were I doing this a different way I would call column1 SheetName and then make the link statement like a formula:

    "Link in from [email protected]"

    Is there a way to accomplish this? Probably a different topic

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Freymish

    There isn't a way to identify a sheet by the sheet name in a cell and have the formula automatically know what sheet to link out you; you will need to create the Reference to that sheet by selecting this range specifically in your Cross Sheet Reference. See: Cross-sheet formulas

    Cheers,

    Genevieve

  • In something similar to the previous comment, I'm trying to use a template for each project and roll up a few cells (key dates per project) into a master sheet with all projects. Can I have the master automatically pull from new sheets created without going in and updating the sheets to reference?

    Or is there a do a lookup on a report to populate information into a sheet?

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Dan Heizyk

    There isn't a way for a formula to automatically detect when a new sheet is created; you will need to manually create new Cross Sheet references.

    Reports can automatically include new sheets, but only if you select an Entire Workspace as the source of the Report (see: Select Source Sheets for Report Builder)

    Please let the Product team know of your feature request by filling in this form, here.

    Thanks!

    Genevieve