Control Center Multi-Tier Auto-Provision
I'm looking to automate the provisioning of multi-tier projects in Control Center, but I wasn't sure how to pick the parent project for a particular provision. Is it even possible?
Answers
-
Yes you need to reach out to SmartSheet to turn this on. I have tried to do it on my own in a sandbox account to a config file and it doesn’t activate it on its own. I talked to my customer success manager and was told you have to request it to be turned on. Kinda like the increasing of linked cells when using SSC
Joe Goetschel | Associate Director, Smartsheet
CrossCountry Consulting - Smartsheet Partner
"The only real limitation of Smartsheet is the level of effort required to achieve your goal."
-
I have the feature turned on, I'm just trying to figure out how to auto-provision child blueprints in a manner that auto-assigns them to a parent based on intake info.
-
Got it! So I have 2 intakes. 1 for Parents and another for Children. There are some checks and balances on my intakes but the child blueprint has a radio button on the first page that says "Linked to a parent project".
Joe Goetschel | Associate Director, Smartsheet
CrossCountry Consulting - Smartsheet Partner
"The only real limitation of Smartsheet is the level of effort required to achieve your goal."
-
@Jonathan Gann
Wondering if you have been able to find guidance on if/how child projects can be autoprovisioned to associated parent workspaces? I'm not understanding the solution in the comments above. -
Generally, it seems like you would set up a dropdown with the parent project list (without using shuttle to export and then import as a dropdown, the most effective way to do this is through a Bridge script) in order to select your parent on the child's intake sheet, then have this setting set up in the child project blueprint settings:
Thank you for your reply. I tend to forget about threads if they aren't replied to in a while, and I really should share the solutions I find after my initial inquiry.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.5K Get Help
- 424 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 145 Just for fun
- 62 Community Job Board
- 465 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives