Template set with automation between sheets
Hi all,
I'm trying to scale a project that I did so it can be used by other offices in my organization. I have a sheet that has a workflow that will send the line to 1 of 3 other sheets depending on what is selected from a dropdown menu. Is there a way for another user to download all 4 sheets and have them connected to eachother (through the workflow) automatically?
Thank you!
Tom
Answers
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Hi Tom_Sch,
You can try this way :
- Put all 4 sheets in a same folder of one Workspace
- Share that Workspace to users in your organization
- Licensed users can save as new the folder to their local workspaces
Hope that helps.
Gia Thinh Technology - Smartsheet Solution Partner.
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Hi @Tom_Sch
I hope you're well and safe!
Unfortunately, it's not possible to have the Workflows with Copy/Move row automatically be connected to the new sheets (it will be connected to the original ones if you select Preserve destination), but it's an excellent idea!
Please submit an Enhancement Request when you have a moment.
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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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