Share sheet as a copy - Consolidation

Paul Bureau
Paul Bureau ✭
edited 12/09/19 inSmartsheet Basics

Hello everyone,

Starting with Smartsheet, I don't find any documentation about distributing a new and unique sheet to collaborators.

The idea is :

  • I build a main spreadsheet, and I want multiple collaborators to fill this sheet individually
  • I want to keep track of all the status of certain indicators for each collaborators
  • I then would like to consolidate the data into my main spreadsheet (basically a sum of values)

I did find success using a workspace and manually create a new sheet from a template for my collaborators, then consolidate the data thanks to a Report.

However, if I change my template, I have no way to automate the create new / share sheets part of the process. Any idea on this?

Thank you and please let me know if this is not clear (French here!).

BR,

Paul BUREAU

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  • Jim Hook
    Jim Hook ✭✭✭✭✭✭

    Paul, I'm not 100% sure what data the others have to enter but it might work better to use webforms that the users fill out and submit which would cause their data to automatically come into your combined sheet where you can process the data. You would still need to edit the webform to accommodate more or less data if your format changes but one webform could be shared with all users. There is no way that Smartsheet can automatically create new sheets for your other users when tings change.

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  • Paul Bureau
    Paul Bureau ✭

    Jim,

    thank your for your answer. However, for a complex and large spreadsheet I doubt a web form could fit my needs.

    A more global question would be : is there a way to help me duplicate / share a sheet massively ?

    Thanks again,

    Paul.

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Fixed, needed to add \"Value\" before the formula to remove the apostrophe.<\/p>


<\/p>

=VALUE(IFERROR(JOIN(DISTINCT(COLLECT([Customer PO Amount (USD)]@row:[Customer PO Amount (Local Currency)]@row, [Customer PO Amount (USD)]@row:[Customer PO Amount (Local Currency)]@row, <>\"\"))), \" \"))<\/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":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109460,"type":"question","name":"IF \/ OR formula then Check a Box","excerpt":"I need a formula that IF a specific column has either 1 of 2 specific choices, then a BOX in another column is checked: =IF(([Study Status]@row = \"Active\/ Open to Accrual\", 1) OR([Study Status]@row = \"In Start-Up\", 1))","snippet":"I need a formula that IF a specific column has either 1 of 2 specific choices, then a BOX in another column is checked: =IF(([Study Status]@row = \"Active\/ Open to Accrual\", 1)…","categoryID":321,"dateInserted":"2023-08-25T13:30:39+00:00","dateUpdated":null,"dateLastComment":"2023-08-25T16:21:27+00:00","insertUserID":9250,"insertUser":{"userID":9250,"name":"Susan Swisher","url":"https:\/\/community.smartsheet.com\/profile\/Susan%20Swisher","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-25T16:23:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-26T01:04:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":9,"countViews":45,"score":null,"hot":3385956126,"url":"https:\/\/community.smartsheet.com\/discussion\/109460\/if-or-formula-then-check-a-box","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109460\/if-or-formula-then-check-a-box","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109460,"commentID":392616,"name":"Re: IF \/ OR formula then Check a Box","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392616#Comment_392616","dateInserted":"2023-08-25T16:21:27+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-26T01:04:51+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":"2023-08-25T15:13:03+00:00","dateAnswered":"2023-08-25T14:14:39+00:00","acceptedAnswers":[{"commentID":392575,"body":"

Give this a try:<\/p>

=IF(OR([Study Status]@row = \"Active\/Open to Accrual\", [Study Status]@row = \"In Start-Up\"), 1)<\/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":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109457,"type":"question","name":"Conditional Formatting (modified date not in the last 3 weeks)","excerpt":"I would like to use Conditional Formatting (highlight the entire row yellow) if the modified date is not within the last 3 weeks. So any row that has not been recently updated (last 3 weeks) should be highlighted in yellow. Is this spmething that can be done directly within conditional formatting or should I first create a…","snippet":"I would like to use Conditional Formatting (highlight the entire row yellow) if the modified date is not within the last 3 weeks. So any row that has not been recently updated…","categoryID":321,"dateInserted":"2023-08-25T12:33:14+00:00","dateUpdated":null,"dateLastComment":"2023-08-25T12:40:57+00:00","insertUserID":161267,"insertUser":{"userID":161267,"name":"Jef Snyders","title":"Jef Snyders","url":"https:\/\/community.smartsheet.com\/profile\/Jef%20Snyders","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4HJAEW33KBD0\/nXEKEZE5EQEV4.jpg","dateLastActive":"2023-08-25T13:32:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":161267,"lastUser":{"userID":161267,"name":"Jef Snyders","title":"Jef Snyders","url":"https:\/\/community.smartsheet.com\/profile\/Jef%20Snyders","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4HJAEW33KBD0\/nXEKEZE5EQEV4.jpg","dateLastActive":"2023-08-25T13:32:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":26,"score":null,"hot":3385935251,"url":"https:\/\/community.smartsheet.com\/discussion\/109457\/conditional-formatting-modified-date-not-in-the-last-3-weeks","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109457\/conditional-formatting-modified-date-not-in-the-last-3-weeks","format":"Rich","tagIDs":[437],"lastPost":{"discussionID":109457,"commentID":392553,"name":"Re: Conditional Formatting (modified date not in the last 3 weeks)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392553#Comment_392553","dateInserted":"2023-08-25T12:40:57+00:00","insertUserID":161267,"insertUser":{"userID":161267,"name":"Jef Snyders","title":"Jef Snyders","url":"https:\/\/community.smartsheet.com\/profile\/Jef%20Snyders","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4HJAEW33KBD0\/nXEKEZE5EQEV4.jpg","dateLastActive":"2023-08-25T13:32:31+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":"2023-08-25T12:40:09+00:00","dateAnswered":"2023-08-25T12:37:47+00:00","acceptedAnswers":[{"commentID":392551,"body":"

There is no direct way to do this. Adding a checkbox helper column with something similar to this and then formatting based on the checkbox is the simplest way. You can even hide the extra column, as there is no reason for it to be visible.<\/p>

=IF([Modified Date]@row < TODAY(-21), 1, 0)<\/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":[{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4991,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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