Create a Report that Includes Newly Added Sheets Automatically?
Is there a way to have a report built off of ALL sheets in a workspace - so that when a new sheet is added, it will be included as well without manual manipulation?
Here is the use case: We have a project checklist that includes a expiration deadline date in each summary. All new projects added will have anew folder created with the same sheet and expiration date.
I want a report that will pull all sheets in each folder of the workspace and pull the expiration deadline. So if a new project folder and sheet is added it will automatically be added to the sheet?
Is this doable?
Answers
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I hope you're well and safe!
If you reference the Workspace in the Report, all sheets current/future will be included automatically.
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!
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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Yup - probably should have tested this more thoroughly before asking :) This is perfect, thank you!
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Excellent! Easy to miss!
Happy to help!
✅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!
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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