Standardize sheet summaries across sheets

Use batch copy to help keep sheet summaries consistent across up to 20 sheets.

Who can use this?

Plans:

  • Smartsheet
  • Business
  • Enterprise

Permissions:

  • Owner
  • Admin

 

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Maintain consistency with your metadata and portfolio data by copying the sheet summary structure, formulas, and other content to up to 20 existing sheets at once.

Copy the sheet summary

In the sheet summary that contains the fields that you want to copy: 

  1. Select the menu icon  More kebab menu.  on the right side of the sheet summary.
  2. Select Copy summary to other sheets.
  3. Select up to 20 sheets to copy to. You can copy only the field names or include any values and formulas in the fields.
Copy Sheet Summary popup, where the user selects up to 20 sheets to copy the sheet summary to.
  1.  Select Copy.

Copying a sheet summary to other sheets is a permanent process, which you cannot undo. If there is a risk of overriding data, you'll see a prompt before beginning the batch copy process.