Re-using an entry from a project already provisioned in th intake sheet.

montserrat
montserrat ✭✭✭✭
edited 03/14/23 in Add Ons and Integrations

We manually archived a project but didn't delete the row in the Project Intake Sheet. Now we need to re-provision a folder toolkit for that project and I'm wondering if using the same entry (just unchecking the "Created?" column will create any other issues. If that's the case, deleting the entry and using the same info will create issues too?

Answers

  • Jason Tarpinian
    Jason Tarpinian ✭✭✭✭✭✭

    I had learned that re-running a project on a CC build with RM integration caused a whole ton of messes - it had something to do with RM recognizing that that particular row ID had already been created, and so it wouldn't create that project again in RM - so therefore wouldn't auto-connect to the project sheet.

    However, on the flip side, I'd done plenty of "I'm testing my CC build and I'll just uncheck the created box and run it again" and it's been fine.

    I'm not sure if aspects other than RM refer to the intake row ID. To be safe, I'd recommend just copy/pasting the data to another row on the intake

    Jason Tarpinian - Sevan Technology

    Smartsheet Aligned Partner