分享Templates

Eddie Rayborn
Eddie Rayborn ✭
edited 12/09/19 inSmartsheet Basics

Hi,

I would like to share multiple templates that I have designed so others can use within my company. Does Smartsheet have the capability to share a blank template?

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Eddie,

    Yes, it does.

    Share a Template

    Templates can'tbe sharedindividually, butthey can bemovedinto a shared workspace. Anyone shared to the workspace withAdminaccess can create new sheets from your templates as long as they are alicensed userin Smartsheet.

    Hope that helps!

    Have a fantastic Weekend!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    They only need to have "View Only" access to use the Templates. They just can't save it into the Template Workspace without the Admin Permissions.

    I have something very similar set up for my teams. A workspace with a bunch of templates in it where everyone has "Viewer Only" access aside from one that has Admin as a backup if I am out for the day.

    That way the templates cannot be altered or deleted, but they can be used. They just have to be saved to a workspace where the user has admin or owner permissions or directly into their "Sheets" folder.

    thinkspi.com

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  • Nick Burrus
    Nick Burrus ✭✭✭✭✭✭

    It is incredibly disappointing you can't share Templates without a workspace. I just ended up creating a workspace dedicated to Templates.

    Dr. St Nicholas Burrus DHA, PMP

    I build Smartsheets for the US Government, State Government, and about a dozen of the US Fortune 100s.

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  • Rebecca_Kolker
    Rebecca_Kolker ✭✭✭
    edited 02/20/23

    I am trying to do the same thing but I don't want to have to share each individual person to the workspace. I want them to be able to go right to a dashboard and choose one of my templates and simply save it as new. I am assuming this is not possible? Thanks. Rebecca

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@Steve_Mitchell<\/a>, thank you! I just filed a ticket. i appreciate your help.<\/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":207,"urlcode":"Sales","name":"Sales"},{"tagID":281,"urlcode":"Support","name":"Support"},{"tagID":446,"urlcode":"update-requests","name":"Update Requests"}]},{"discussionID":106894,"type":"question","name":"How to Count a value in a drop down \/ multi-selection list?","excerpt":"Hi, I'm wanting to count the total amount time this value \"VAVE\" is being assigned to a drop down column. I'm using a summary sheet to collect this data using formulas. So in the request type column(drop down list) I want the total in this sheet. I also want a total by the Brand. I keep getting an incorrect number, like 48…","categoryID":321,"dateInserted":"2023-06-26T15:09:07+00:00","dateUpdated":"2023-06-26T15:09:27+00:00","dateLastComment":"2023-06-26T20:54:24+00:00","insertUserID":162246,"insertUser":{"userID":162246,"name":"Shawn_K2","url":"https:\/\/community.smartsheet.com\/profile\/Shawn_K2","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nPFlXyflhuI!uj8vZ9JIm_o!1axowkoO9t8","dateLastActive":"2023-06-26T20:56:17+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":162246,"lastUserID":116407,"lastUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-27T04:13:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":58,"score":null,"hot":3375609211,"url":"https:\/\/community.smartsheet.com\/discussion\/106894\/how-to-count-a-value-in-a-drop-down-multi-selection-list","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106894\/how-to-count-a-value-in-a-drop-down-multi-selection-list","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106894,"commentID":382446,"name":"Re: How to Count a value in a drop down \/ multi-selection list?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382446#Comment_382446","dateInserted":"2023-06-26T20:54:24+00:00","insertUserID":116407,"insertUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-27T04:13:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"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\/LKT88AUTSMAT\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T16:54:33+00:00","dateAnswered":"2023-06-26T16:44:18+00:00","acceptedAnswers":[{"commentID":382355,"body":"

@Shawn_K2<\/a> UGH I make a mistake. I copied your formula without looking at it close enough 😜<\/span><\/p>


<\/p>

try =COUNTIFS({CPR Request Type}, HAS(@cell, \"VAVE\"))<\/p>"},{"commentID":382446,"body":"

@Shawn_K2<\/a> <\/p>

=COUNTIFS({CPR Request Type}, HAS(@cell, \"VAVE\"), {CPR Brand}, HAS(@cell, \"ING\"))<\/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":106815,"type":"question","name":"Create a dashboard to display a count of multiple cell entries","excerpt":"I am struggling (absolutely newbie) to create a dashboard that will count all the individual certifications, and all the professional certifications and all the in progress certifications - attached is a screenshot - can anyone help?","categoryID":321,"dateInserted":"2023-06-23T08:49:25+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T08:52:42+00:00","insertUserID":162670,"insertUser":{"userID":162670,"name":"GRoberts","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/GRoberts","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T08:52:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162670,"lastUser":{"userID":162670,"name":"GRoberts","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/GRoberts","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T08:52:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":42,"score":null,"hot":3375369727,"url":"https:\/\/community.smartsheet.com\/discussion\/106815\/create-a-dashboard-to-display-a-count-of-multiple-cell-entries","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106815\/create-a-dashboard-to-display-a-count-of-multiple-cell-entries","format":"Rich","lastPost":{"discussionID":106815,"commentID":382488,"name":"Re: Create a dashboard to display a count of multiple cell entries","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382488#Comment_382488","dateInserted":"2023-06-27T08:52:42+00:00","insertUserID":162670,"insertUser":{"userID":162670,"name":"GRoberts","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/GRoberts","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T08:52:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"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\/AIA1FR735DQ8\/screenshot-2023-06-23-at-09-49-05.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screenshot 2023-06-23 at 09.49.05.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T08:52:20+00:00","dateAnswered":"2023-06-26T16:21:51+00:00","acceptedAnswers":[{"commentID":382338,"body":"

You don't HAVE to, but I generally create a dedicated metrics sheet mainly because I have a lot of separate calculations I want to run and display (typically).<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&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":5411,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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