Streamlining Projects: Simplified Guide to Copying Folders and Workspaces in Smartsheet
Copying a workspace or folder is much easier than recreating a set of sheets for a new project or client, and it also saves time.
You can copy any folder or workspace that contains up to 100 items.
To create a copy of a folder or workspace
- На панели навигации слева нажмите кнопку Обзор.
- Go to the item you want to copy.
- In the left pane, right-click the name of a workspace or folder.
- Select Save as New.
Enter a name for the new workspace or folder.
You can set a new name for the workspace or folder copy, but the names of any sheets, reports, and templates contained will match the originals. You can rename them after you make your copies.
- Expand the following sections and review whether you want to keep the items described in each section:
- Совместный доступ
- Варианты автоматизированных рабочих процессов и оповещений
- Параметры данных и форматирования
- Choose whether reports, dashboards, sheet links, and cell links will refer to either of these options:
- Newly created sheets: This option will remap links to reference the newly created copies when copying interlinked items within the same folder or workspace. Links to items outside of the copied folder or workspace will remain linked to the outside item, and you may need to remove them manually.
- Original sheets: Newly created items will continue to link to the same sheet as the original item.
- Нажмите ОК.
What happens when you copy a folder or workspace
The following items from the original will always be saved to the new copy:
- The subfolder structure
- Таблицы
- Столбцы
- создание правил условного форматирования;
- Шаблоны
- Отчёты
Choose which data and formatting to keep in the copy
Here's more information to help you:
- Данные и форматирование таблицы: сохраняется вся информация, введённая в ячейки, и форматирование, применённое к ним вручную. Если этот флажок не установлен, скопированные таблицы будут содержать имена и типы столбцов, но все строки останутся пустыми.
- Comments: Include all row, sheet, and workspace (if you’re copying a workspace) comments.
- Attachments: Include all row, sheet, and workspace (if you’re copying a workspace) attachments.
- Связи ячеек и перекрёстные ссылки на таблицы If you don’t select this option, the cell data will be retained in the sheet copy but won’t be linked.
- Гиперссылки на таблицы: сохраняются гиперссылки на другие таблицы. Если этот флажок не установлен, данные ячеек в копии сохраняются, но лишаются гиперссылок.
- Shared sheet filters: Retain filters you created for the sheet.
- Forms: Include any forms in the sheets.
- Workspace branding (workspace copy only): The copied workspace will inherit the same colors and logo as the original. If you don’t select this option, the new workspace will inherit the colors and logo set up on your Smartsheet account.
When you copy a workspace or a folder with a report
The new copy of the report copies the criteria set in the following report tabs of the original report:
- Исходные таблицы
- Отображаемые столбцы
- Условия фильтра
- Группа
- Сводные данные
- Сортировка