"Automation" across multiple sheets

Iastate7653

I have a dashboard that pulls information from a report that gets it's information from 15 different sheets. There is some conditional formatting and cell population on each sheet based off the date. Depending on the date (month) different information will populate in the report that rolls up from the sheet.

Today at the beginning of each month I have to manually go into each sheet and click save (just open the sheet and click save) in order for it to turn over to the new month for the report.

Is there an automation or something that could be setup to say when I click on a single button or action - it opens each of the sheets individually, waits 3 seconds then saves it so the new month registers In each sheet which in turn updates the report (and ultimately the dashboard) instead of having to it I manually for each one.

Thanks in advance for your help!

Andrée Starå

Hi @Iastate7653

I hope you're well and safe!

Please have a look at my post below with a method I developed to update the sheet(s) daily.

More info: 

https://community.smartsheet.com/discussion/74527/daily-update-solution-without-the-need-to-open-the-sheet-use-zapier-or-similar

Did that 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, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Iastate7653

Thanks Andree!

Are you saying that a 3rd party app needs to be involved for the automation workflow?

Travis

Andrée Starå

@Iastate7653

Happy to help!

No, I'm saying that you can use the Workaround I developed to automate the refresh in Smartsheet.

Make sense?

Would that work?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Iastate7653

That does make sense and I have put that into one of my sheets and will see how it works tomorrow.

Thanks for your help and patience with me :)

Travis

Andrée Starå

@Iastate7653

Excellent!

You're more than welcome!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!