Help with editing my control center - adding a hyperlink to the provisioning process.

Jef Forward
Jef Forward ✭✭✭✭
edited 03/20/23 in Add Ons and Integrations

Hello All, I would like to add a hyperlink into the job portfolio master upon the control center provision process. We already do this with a project dashboard, but I am not sure if can be done with more than one?

Each project has a "warranty notes" sheet. With each provision, the warranty notes sheet is re-named to the "job name - warranty notes" sheets and lives with in the project folder. I would like to add a hyperlink to the sheet from the job portfolio master.

Anyhelp would be greatly appreciated. Thanks!



  • Genevieve P.
    Genevieve P. Employee Admin

    Hey @Jef Forward

    I would suggest trying the following on the Template set:

    1. Add a summary row under the Summary data
    2. Create a hyperlink to the other sheet in the template

    Once that is done, adjust the blueprint in Control Center so that on the Profile Data tab the new row is checked, and it's included on the Summary Sheet tab. Then it should show up!

    If you still need help, I would suggest checking to see if you have access to booking Pro Desk sessions.