How can I automatically get all files in a folder for a report, even when new files get added?

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I know that I can click on the folder that contains a set of sheets and it will pull in all those sheets, but when I add new sheets to the folder I still have to explicitly select them the next time I open the report for them to show up. Is there a way to trigger the inclusion automatically or am I doing it wrong?

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Freymish

    I hope you're well and safe!

    Unfortunately, it's not possible now, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    Here's a possible workaround or workarounds

    • Premium App, Control Center
    • Use a Workspace, and then the Report would include everything in the Workspace automatically

    Would any of those options work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    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.

  • KatWoodham
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    It's my understanding that a folder will not automatically update the report (I've even moved things to another folder and the sheet doesn't drop out either...) but that a workspace will. It's not ideal, IMO. Currently, if I can't dedicate a workspace to just those items for the report (not usually practical) then I try to come up with logic that will filter to just the sheets within a workspace that I want to include in my report. Not always possible but I can usually find a unique field, phrase or something that won't be on other types of sheets.

  • Freymish
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    I put in a request foran enhancement and used the

    • "Use a Workspace, and then the Report would include everything in the Workspace automatically"

    suggestion as my workaround.


    Thanks all!

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    @Freymish

    Excellent!

    Happy to help!

    Please support the Community by marking the post(s) that helped or answered your question or solved your problem with 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.

  • jtfox76
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    I also would like the ability to automatically add sheets from a folder to a report. I went ahead and submitted feedback.

    The workspace approach means my report will have dozens of sheets that are not relevant to the report I am building but are relevant to the workspace.

    The current support for workspace only means I would need a one-to-one relationship of folder to workspace. Which kind of defeats the whole idea of a workspace imho.

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