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Duplicating sheets to have different conditional formatting on reports
I have 5 different sheets representing 5 different projects in 1 program of work. So I am creating reports to bring those 5 sheets together to get a program level view. For one report, I want to see timings in a gantt view and color the bars based on the project sheet. However, I can't do this without changing the…
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Create New Sheet from Report Results
It would be handy to have a mechanism for creating a new sheet from the results of a report. I envision an option in the report menu "Save Results as New Sheet" where you would be prompted to give the new sheet a name and then the report's columns and their contents (as static values) would fill out the new sheet. This…
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Enable PDF print of Dashboard and Export to Excel of Reports from Power Automate
It appears that the automatic (scheduled) backup feature from Smartsheet does not include either the Reports or the Dashboards. These are left to the user to be manually "Save as" or "Print as PDF" every single time one wishes to have a backup. This is very inconvenient, I have about a dozen dashboards that I would like to…
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Merged: Copy Doc Mapping when Copying sheet.
This discussion has been merged.
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Save As New on Form not working
Hi, I created a form which I now need to duplicate in order to tweak it / modify it to create a different form. I hit "Save as New" or even "Save as Template" and it gives me an error saying that Smartsheet is having trouble right now. I tried it on another form and it worked, but on this form, even if I remove most of the…
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"Save as New" /Copy a folder that has more than 100 files
Hi Team, I need to copy a folder that contains more than 100 files to another folder without breaking the links associated with them. Is there any way to do this? If not, what is the best approach to copy files/folders and preserve the links?
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How do I work on a sheet that is heavily used.
I have a heavily used sheet, and I want to create automations for it. Can I make a copy, create the automations, add columns then save the copy as the original name and retain the original url?
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Clarification on "Save As New" limits
@Genevieve P. @Paul Newcome Hello Genevieve and Paul, Can you clarify the "Save As New" limits? Specifically, does the 100-item limit include ONLY sheets? Or does it include folders, sub-folders, reports, and dashboards as well as sheets? Or are folders excluded but all other types of assets included? I'm trying to plan…
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What is the best way to deploy a new version of a form, using the same link?
I have created a new sheet and form for my users to submit tickets through. I'd rather use the same link as the previous sheet, if at all possible, so I don't have to worry about users not saving the new link properly and not being able to access the new sheet. I tried to save over the new sheet with the old sheet's name,…
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Save As New does not link to new sheets, dashboards or forms
Hello, It seems since there is the option for the links to link to the newly created sheets, etc. that when selecting this option when save as new it would link to the new sheets. However, none of the linking works for me. For example, if I use the metric widget on a dashboard it remains as the original sheet as the data…