Forum Discussion
RRamalia
Sep 29, 2021Copper Contributor
Document Sets and Linked Workbooks
I received a request to have a new set of excel documents created when ever an item on a SharePoint list is approved. Easy enough request. So I start setting it up. Then I get told that they want one of the excel workbooks be the master for all the others in the set. That way they only have to update some fields once instead of doing it separately on every document.
I know how to link an excel file to another file. But I'm not sure how to go about using a variable so that every document set that gets created has its own "Master" file.
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