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Bridge: Automatically backup a workspace using "Save as New"
Would anyone be wiling to share their Bridge Workflow and Script that automatically backs up a Workspace by using "Save as New"? I hope there are many of you with a solution like this since Smartsheet's backup option is very limited, whereas "Save as New" preserves EVERYTHING. Please and thank you!
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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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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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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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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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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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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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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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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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"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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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…
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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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Save to Another Location: collapse folders & workspaces
Today when I try to copy a sheet (Save to Another Location) the "Select the destination location." screen displays fully expanded with no way to collapse folders or workspaces. Ability to collapse would be huge and avoid filing in the wrong (but similarly named) folders.