Auto Sheet Creation

CMH0112 · 06/14/24

I am not sure the right thread to ask this question, I saw a thread about this some time ago, and I was curious has there been an update to the software that will allow for automation to create new sheets given specific criteria?

Andrée Starå · 06/14/24

https://community.smartsheet.com/discussion/123337/auto-sheet-creation

Hi,

I hope you're well and safe!

Can you elaborate on how you would like it to work?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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CMH0112 · 06/15/24

Good Day Andree,

Thank you for your response.

I have a list of current Projects running in SmartSheets. It would be helpful if there was a process that would trigger the creation of a sheet, (off a template) that I could move particular project details to, through the workflow process.

It would be cool if one was able to (through the workflow process) - have an option to create a sheet with the same perimeters/ formulas/ criteria as the sheet you are moving information from.

Andrée Starå · 06/15/24

https://community.smartsheet.com/discussion/comment/440946#Comment_440946

Happy to help!

The best solution would be the Premium App, Control Center, but another option could be a 3rd-party service like Zapier or similar.

The third option would be the Smartsheet API.

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CMH0112 · 06/17/24

Thank you so much, I will look into Smartsheet API or Zapier

Andrée Starå · 06/17/24

https://community.smartsheet.com/discussion/comment/440993#Comment_440993

Excellent!

You're more than welcome!

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Auto Sheet Creation

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