Reports not capturing newly created sheet data from a "save as"
Pls see pic attached for details...The yellow reports live in the 'Exceptions Dashboards' folder (they are truly reports not dashboards). Each of the yellow Reports is linked to the entire "2023 Reviews" folder (pic #2) bc I check off the box for the whole folder in each individual yellow Reports' 'sheets' tab. Each month my user does a "Save as new" to copy the green "Monthly Review Folder Template" and saves it as a new month, in the 2023 Reviews folder. Green folder contains 2 sheets, 1 for New Acct Reviews and 1 for Closed Acct Reviews. My question is, if I'm saving the new copy of the template folder in the 2023 Reviews folder, which has been checked off as "should be included/linked" to my yellow Exceptions reports, why do I still have to go in and manually select the new month each month? Hopefully this is not too confusing...happy to provide more detail. Thanks in advance for any advice!
Best Answer
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Paul Newcome ✭✭✭✭✭✭Reports have to be manually updated with new sheets when referencing individual sheets or folders. The only way a report will include new sheets as they are added is if you are referencing an entire workspace.
Answers
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Paul Newcome ✭✭✭✭✭✭
Reports have to be manually updated with new sheets when referencing individual sheets or folders. The only way a report will include new sheets as they are added is if you are referencing an entire workspace.
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SPRINGBOK ✭✭
Ah, thanks so much! I'll adjust filters such that selecting the whole Workspace will weed out what is not needed. I appreciate it!
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Paul Newcome ✭✭✭✭✭✭
Categories
<\/p>
Attempt two: can you update your trigger into \"When Rows Are Changed\"<\/p>
![\"image.png\"](\"https:\/\/us.v-cdn.net\/6031209\/uploads\/5Q6HHHJHRFET\/image.png\")
<\/img><\/a>\n <\/div>\n<\/div>\nThen, delete all of these erroneous rows and hit save.<\/p>
Finally, add \"No Show\" into like three rows. Save your sheet, and reload (automation takes a second to run completely). <\/p>
Is your \"Attendance\" column set up as a dropdown or as a text?<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":112207,"type":"question","name":"access to sheet","excerpt":"I want specific fields but I don't want a link to the sheet.... If someone has the link to the sheet would they even be able to access it?","snippet":"I want specific fields but I don't want a link to the sheet.... If someone has the link to the sheet would they even be able to access it?","categoryID":321,"dateInserted":"2023-10-26T15:25:53+00:00","dateUpdated":null,"dateLastComment":"2023-10-26T16:09:50+00:00","insertUserID":166642,"insertUser":{"userID":166642,"name":"JenaW","url":"https:\/\/community.smartsheet.com\/profile\/JenaW","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-26T17:45:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":142964,"lastUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5Y0KP6UKIBTU\/nY3615V0DPRZV.jpg","dateLastActive":"2023-10-26T16:55:30+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":33,"score":null,"hot":3396672343,"url":"https:\/\/community.smartsheet.com\/discussion\/112207\/access-to-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/112207\/access-to-sheet","format":"Rich","lastPost":{"discussionID":112207,"commentID":401859,"name":"Re: access to sheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/401859#Comment_401859","dateInserted":"2023-10-26T16:09:50+00:00","insertUserID":142964,"insertUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5Y0KP6UKIBTU\/nY3615V0DPRZV.jpg","dateLastActive":"2023-10-26T16:55:30+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png","urlSrcSet":{"10":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=10\/https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png","300":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=300\/https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png","800":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=800\/https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png","1200":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1200\/https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png","1600":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1600\/https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png"},"alt":"h.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-26T16:01:38+00:00","dateAnswered":"2023-10-26T15:58:49+00:00","acceptedAnswers":[{"commentID":401852,"body":"
Hi @JenaW<\/a>,<\/p> You have the option of using \"Message only\", and then displaying your two fields within the message using double curly brackets like this:<\/p> The tradeshow named {{Association\/Tradeshow Name}} will be held on {{Tradeshow Date}}.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":112167,"type":"question","name":"After approval, update request","excerpt":"1 week after approval, I need an update request to go out. Is that possible? How can this automation be set up?","snippet":"1 week after approval, I need an update request to go out. Is that possible? How can this automation be set up?","categoryID":321,"dateInserted":"2023-10-25T21:01:48+00:00","dateUpdated":null,"dateLastComment":"2023-10-26T14:47:56+00:00","insertUserID":166642,"insertUser":{"userID":166642,"name":"JenaW","url":"https:\/\/community.smartsheet.com\/profile\/JenaW","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-26T17:45:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":166642,"lastUser":{"userID":166642,"name":"JenaW","url":"https:\/\/community.smartsheet.com\/profile\/JenaW","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-26T17:45:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":35,"score":null,"hot":3396601784,"url":"https:\/\/community.smartsheet.com\/discussion\/112167\/after-approval-update-request","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/112167\/after-approval-update-request","format":"Rich","lastPost":{"discussionID":112167,"commentID":401829,"name":"Re: After approval, update request","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/401829#Comment_401829","dateInserted":"2023-10-26T14:47:56+00:00","insertUserID":166642,"insertUser":{"userID":166642,"name":"JenaW","url":"https:\/\/community.smartsheet.com\/profile\/JenaW","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-26T17:45:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-26T21:35:00+00:00","dateAnswered":"2023-10-26T14:42:15+00:00","acceptedAnswers":[{"commentID":401825,"body":"
