#Save a custom template in racerender how to
#Save a custom template in racerender manual

Added Validation for to many bit Constant options. Anyone shared to the workspace with Admin access can create new sheets from your templates as long as they are a licensed user in Smartsheet.įor more information, please see 'Moving Existing Items into a Workspace' in Managing Items in a Workspace (Add, Move, Remove).- Make sure getChannelXXXbyOffset function return the channel attribute consistently. Templates can't be shared individually, but they can be moved into a shared workspace. You can also choose to save the sheet in a different folder or workspace.

Name your sheet and decide whether to include all of the features you originally saved to the template (for example: data and formatting, attachments, discussions, and forms).

Click the Use Template button in the lower-right corner of the window to display the Use Template window.

From Browse, click on the folder or workspace name in the left panel. To find them, click Browse on the Navigation Bar. Templates you create are stored in the same folder or workspace where the originating sheet is stored. To create a new sheet from your own template: You must re-enter these email addresses in to these types of workflow rules on any new sheets created from the template.

Although all automated workflows are preserved in the template, any rules that are configured to be sent to specific people (as opposed to a Contact list column) will exclude the email addresses.

To change a template, you'll need to edit the original source sheet and re-save it as a new template. To make it accessible to others, see the share a template section of this article.

The template will only be visible and usable by you.Templates you create are not accessible from the Solution Center which is public to all Smartsheet users.You can drag it to other folders or workspaces from Browse if needed. The template will be saved in the same folder or workspace where the originating sheet is stored. To retain column names and types only, uncheck Sheet data and formatting. Click Automated Workflow & Alert Options and Data & Formatting Options to specify which of the options you would like to save with your template.Enter a name and description for your template.Click File > Save as Template to open the Save as Template window.Open the sheet you'd like to save as a template.

#Save a custom template in racerender manual

Columns and conditional formatting rules will always be saved to the template. You can also choose to include notification settings, and specific data and formatting options such as row data, manual formatting, attachments, discussions, and forms. You can create a template from any existing sheet. Visit the Solution Center in Smartsheet Now Find the Solution Center in SmartsheetĬlick the Solution Center icon (plus sign) on the left Navigation Bar. For more information, see Copy a Sheet with Save As New. You can eliminate examples from the template by using 'Save as New.' and selecting Data and Formatting preferences. Some templates may include example data to familiarize you with certain features, such as comments, cell examples, formulas, and more.

#Save a custom template in racerender how to

(For information about how to rename a sheet, see Creating and Renaming Sheets.) The sheet name will be the same as the name of the template-you can rename it if needed. You can customize these pre-built templates in the same way you can edit sheets-for example, you can edit cell data, change column types, or include your own attachments as needed. You'll find hundreds of pre-built templates in the Solution Center right in the Smartsheet application. They’ll be able to assess your situation and design a solution specifically to address it. If you are planning on using a solution to accommodate your business case at scale, consider working with our Solution Services team.

Keeping things standard in this way will help you when you want to create rollup reports or dashboards from multiple sheets. Starting a project from a template can save you time and help you maintain consistency across standard elements such as column names, column types, and conditional formatting rules.