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This repository has been archived by the owner on Jan 9, 2023. It is now read-only.
I'd like to be able to save existing sheets as a template.
Use Case:
Project warranty is over. Project has 50 sheets. 90% of those are historical records and need to be archived but not active. Remaining 10% will still be active.
User sets project flag to end-of-warranty and the 45 sheets are archived as Templates and then deleted.
This has several advantages over other archiving schemes as the data still resides and can be found in searches of Smartsheet, where as archiving somewhere else requires searches in two systems. In addition, most backup schemes to do account for functionality (formulas, conditional formatting, etc...) that exist on the Smartsheet platform.
-Craig
The text was updated successfully, but these errors were encountered:
I'd like to be able to save existing sheets as a template.
Use Case:
Project warranty is over. Project has 50 sheets. 90% of those are historical records and need to be archived but not active. Remaining 10% will still be active.
User sets project flag to end-of-warranty and the 45 sheets are archived as Templates and then deleted.
This has several advantages over other archiving schemes as the data still resides and can be found in searches of Smartsheet, where as archiving somewhere else requires searches in two systems. In addition, most backup schemes to do account for functionality (formulas, conditional formatting, etc...) that exist on the Smartsheet platform.
-Craig
The text was updated successfully, but these errors were encountered: