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Save as Folder option does not change form path and history table path. Need to change manually
Dear Team, Save as new Folder option does not change form path and history table (copying records from workflow) path to new folder location (folder created using save as option), We need to change manually. (Kindly refer below scenario) Example: I have created workflow to copy current record to new sheet whenever change…
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We’ve made improvements to your copy and save experiences
Good news community, we’ve updated the speed of our Save as New performance, so now you can expect better, more reliable save behavior, especially for large folders and workspaces. We’ve also made improvements to the dashboard copying experience. Specifically, we have enhanced form relinking in dashboards, a feature that…
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Merged: Save / Print Dashboards as PDF or PPT.
This discussion has been merged.
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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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Automatically updating form links using a project template folder?
Hi, I am currently building my Template Folder. I have a Project Dashboard that features a link to a form. (See Below). This form is used to populate a 'Project Update' Intake Sheet within the Template Folder. However, when I 'Save as New' this Template Folder, the original link to the form remains. This means entries are…
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"SAVE AS NEW"
I have a folder containing multiple sheets (17 total), which refer to sheets within that folder, as well as sheets outside the folder. I need to duplicate this folder multiple times, each referencing a different branch, however, it fails to copy/incude the cell link references at times. This is random, and 1 out of 5…
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Is there a way to copy a folder or workspace and have the automations direct to the new workspace?
I am trying to create a workspace that is a template for our projects. This workspace has 15 sheets with 28 automations each that direct content to 28 separate sheets based on a selected topic. When I save as new the workspace for a new project, every single one of those automations has to be updated because they all still…
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Admins not able to save as new in workspace
Hello! Our team is new to Smartsheet, and just getting set up. We have created a workspace and created a folder that each member should copy and save as new for the start of a new project. Each of our team members have been added to the workspace with Admin rights. I set the workspace and folder up, and am able to save the…
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Project Intake form in one workspace updated the Intake sheet in another workspace
Hope everyone is doing well. I would appreciate any insights you may have. I used the Project Management Template (PMO) to create an new workspace. Did this by saving this folder structure as NEW and called it MS Onboarding Lite. PMO structure: MS Onboarding Lite The first time I used the PMO to create a workspace was for…
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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…
