How can I automatically get all files in a folder for a report, even when new files get added?

Freymish
Freymish ✭
inFormulas and Functions

I know that I can click on the folder that contains a set of sheets and it will pull in all those sheets, but when I add new sheets to the folder I still have to explicitly select them the next time I open the report for them to show up. Is there a way to trigger the inclusion automatically or am I doing it wrong?

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@Freymish

    I hope you're well and safe!

    Unfortunately, it's not possible now, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    Here's a possible workaround or workarounds

    • Premium App, Control Center
    • Use a Workspace, and then the Report would include everything in the Workspace automatically

    Would any of those options work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    ✅我的帖子(s) help or answer your question or solve your problem? Please support the Community bymarking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    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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  • KatWoodham
    KatWoodham ✭✭

    这是我的理解,一个文件夹不会奥特曼atically update the report (I've even moved things to another folder and the sheet doesn't drop out either...) but that a workspace will. It's not ideal, IMO. Currently, if I can't dedicate a workspace to just those items for the report (not usually practical) then I try to come up with logic that will filter to just the sheets within a workspace that I want to include in my report. Not always possible but I can usually find a unique field, phrase or something that won't be on other types of sheets.

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  • Freymish
    Freymish ✭

    I put in a request foran enhancement and used the

    • "Use a Workspace, and then the Report would include everything in the Workspace automatically"

    suggestion as my workaround.


    Thanks all!

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Freymish

    Excellent!

    Happy to help!

    ✅Please support the Community by marking the post(s)thathelped or answered your question or solved your problem withthe accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    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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  • jtfox76
    jtfox76 ✭

    I also would like the ability to automatically add sheets from a folder to a report. I went ahead and submitted feedback.

    The workspace approach means my report will have dozens of sheets that are not relevant to the report I am building but are relevant to the workspace.

    The current support for workspace only means I would need a one-to-one relationship of folder to workspace. Which kind of defeats the whole idea of a workspace imho.

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Try this - =\"We are at \" + [% closed rate]@row * 100 + \"% closed rate on ticket status for the month of \"+[Month]@row.<\/p>"},{"commentID":390301,"body":"

I figured it out! Updated formula to get the 2 decimal places as well.<\/p>

=\"We are at \" + IFERROR(ROUND([% closed rate]@row * 100, 2), \"//www.santa-greenland.com/community/discussion/comment/\") + \"% closed rate on ticket status for the month of \" + Month@row<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":108861,"type":"question","name":"IF\/AND Formula","excerpt":"Formulas are the bane of my existence and I really need to take a class! Today I'm trying to set up a formula to throw a flag when 2 conditions are met. I want a red ball when I have not received an invoice and the invoice due date is within 30 days. I know I'm close since I've gone from \"unparsable\" to \"incorrect…","snippet":"Formulas are the bane of my existence and I really need to take a class! Today I'm trying to set up a formula to throw a flag when 2 conditions are met. I want a red ball when I…","categoryID":322,"dateInserted":"2023-08-11T16:27:44+00:00","dateUpdated":null,"dateLastComment":"2023-08-11T17:49:45+00:00","insertUserID":120231,"insertUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":120231,"lastUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":56,"score":null,"hot":3383549849,"url":"https:\/\/community.smartsheet.com\/discussion\/108861\/if-and-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108861\/if-and-formula","format":"Rich","lastPost":{"discussionID":108861,"commentID":390268,"name":"Re: IF\/AND Formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390268#Comment_390268","dateInserted":"2023-08-11T17:49:45+00:00","insertUserID":120231,"insertUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-11T17:48:48+00:00","dateAnswered":"2023-08-11T17:12:43+00:00","acceptedAnswers":[{"commentID":390261,"body":"

You were, indeed, very close.<\/p>

=IF([Invoice Received?]@row = 0, IF(AND([Renewal Date]@row >= TODAY(), [Renewal Date]@row <= TODAY(+30)), \"Red\"))<\/p>"},{"commentID":390264,"body":"

\n \n https:\/\/community.smartsheet.com\/discussion\/108861\/if-and-formula\n <\/a>\n<\/div>\n

It looks like you forgot to close out the AND <\/strong>funtion. Try this<\/p>

=IF([Invoice Received?]@row = 0, \"Green\", IF(AND([Renewal Date]@row >= TODAY(0), [Renewal Date]@row <= TODAY(+30)), \"Red\", \"Yellow\"))<\/code><\/p>

Hope this helps!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":108832,"type":"question","name":"How do I create a IF(AND formula combining multiple cross references?","excerpt":"In this screenshot I am sharing my rollup data sheet. Of the 6 Total Amex CB Count, I am trying to determine how many of those each of our Branches has but I keep getting different errors using formula: =COUNTIFS({Dispute & Chargeback intake sheet branch}, CONTAINS([Data Points]32, @cell), IF(AND({Dispute & Chargeback…","snippet":"In this screenshot I am sharing my rollup data sheet. Of the 6 Total Amex CB Count, I am trying to determine how many of those each of our Branches has but I keep getting…","categoryID":322,"dateInserted":"2023-08-10T23:46:21+00:00","dateUpdated":null,"dateLastComment":"2023-08-11T17:12:56+00:00","insertUserID":140084,"insertUser":{"userID":140084,"name":"Krystal Garcia","url":"https:\/\/community.smartsheet.com\/profile\/Krystal%20Garcia","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hEDXYe8sIOY!ZF9XGSNgaPQ!0Bh2ICPdBzl","dateLastActive":"2023-08-11T17:23:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":140084,"lastUser":{"userID":140084,"name":"Krystal Garcia","url":"https:\/\/community.smartsheet.com\/profile\/Krystal%20Garcia","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hEDXYe8sIOY!ZF9XGSNgaPQ!0Bh2ICPdBzl","dateLastActive":"2023-08-11T17:23:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":46,"score":null,"hot":3383486357,"url":"https:\/\/community.smartsheet.com\/discussion\/108832\/how-do-i-create-a-if-and-formula-combining-multiple-cross-references","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108832\/how-do-i-create-a-if-and-formula-combining-multiple-cross-references","format":"Rich","tagIDs":[207,219,254,344,440],"lastPost":{"discussionID":108832,"commentID":390262,"name":"Re: How do I create a IF(AND formula combining multiple cross references?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390262#Comment_390262","dateInserted":"2023-08-11T17:12:56+00:00","insertUserID":140084,"insertUser":{"userID":140084,"name":"Krystal Garcia","url":"https:\/\/community.smartsheet.com\/profile\/Krystal%20Garcia","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hEDXYe8sIOY!ZF9XGSNgaPQ!0Bh2ICPdBzl","dateLastActive":"2023-08-11T17:23:36+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/9UG82HSGCS9G\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-11T17:23:34+00:00","dateAnswered":"2023-08-11T00:00:03+00:00","acceptedAnswers":[{"commentID":390143,"body":"

I think I am following what you are attempting to do. Try this:<\/p>

COUNTIFS({Dispute & Chargeback intake sheet branch}, CONTAINS([Data Points]32, @cell), {Dispute & Chargeback Intake Sheet Type of CB}, \"AMEX\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":254,"urlcode":"Formulas","name":"Formulas"},{"tagID":344,"urlcode":"it-operations","name":"IT & Operations"},{"tagID":440,"urlcode":"project-management","name":"Project Management"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&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":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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