Saving data for future use...

Martin74

I am a newbie, I don't know how I could accomplish this task in Smartsheet. Let's say that I need to send 3 different proposals to a client (many different products with many different quantities). Each proposal would come from the same sheet AND to be able to retreive all values of each proposal in the future (kind of a Save as value). All of this WITHOUT having to make a copy of this sheet and renaming it. I understand that I can generate a document, but my challenge is to see if it is feasable to retreive multiple data from previous version for each proposal in the same sheet.

Thanks for your help.

Andrée Starå

Hi @Martin74

I hope you're well and safe!

Not sure I follow! Can you elaborate? Do you have anything you could share?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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