Template Auto Linking for New Projects

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Sarah123
Sarah123 ✭✭✭✭
edited 07/20/22 in Smartsheet Basics

I'm trying to have a sheet that is in my template be added to an overall sheet via cell linking. Is there a way to get a group of cells to link to a high level sheet when a new project is created via the template (using control center)?


What I'm doing is making a sheet showing all the resources and teams on a project. I currently have it working for the individual project but I would like to have an overall sheet that will be able to see the resources and teams for all the projects. Right now, it's a manual process that i have to update whenever a new project is created to add cell linking to this main sheet.

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  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓
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    If you have access to Control Center you can set it up to provision new projects through there and have the links automatically created on a Summary Sheet. Otherwise you're unfortunately stuck with manual.


    However...


    You can "bulk cell link" if you structure correctly. If you highlight a group of cells that is 4 columns wide and 2 rows tall, you can right click and go through the same way you would cell link and then select a group of cells 4 columns wide and 2 rows tall from the source sheet and have all of the cells linked in one step.


    I personally have leveraged this 2 different ways.

    I will go ahead and select a group of cells in the target sheet to match the source and create my links. Then you can click and drag the border of the cell on your target sheet to move the linked cell to the appropriate location.


    or


    If I am linking vertical data in the source sheet to horizontal data in the target sheet, I will create some hidden helper columns to the far right of the source sheet and use cell references to pull the data from the vertical layout to the horizontal layout right there in the source sheet (in the same order as what I have in my target sheet). Then I can cell link across that top row in bulk.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
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    I am fairly certain you would need to create a new datamesh each time a new project is created because the datamesh is a separate "app".

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