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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…
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Workspace sharing option that doesn't allow "Save As New..." to protect against IP theft
The "Save As New.." feature is great and I use it all the time to duplicate Workspaces and use sheets as the templates for new projects. However I am conscious that I share a lot of really good stuff with other people outside my organisation, and there's nothing to stop them from saving a copy and using it themselves -…
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When saving as new, automations not following new sheets?
I am wanting to know if anyone else is seeing this. When I save a folder to a new workspace, I first get an error saying I "You do not have access to this item - permission settings are preventing access to it, or it may have been deleted." This is even though I am the owner of both workspaces. I make sure to say the links…
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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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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…
