How to automaticaly share a PM to a workspace created by blueprint
We have control center and we have a blueprint that runs based on an automation.
in the intake sheet we collect the name and email of the project manager. When the blueprint creates a new workspace we would like for the blueprint to share the workspace to that project manager as well.
important to note, the project manager field in the intake sheet is a Contact column type.
Answers
-
Hi @Nroukoz
I hope you're well and safe!
You'd set that up in the Blueprint. Do you have Portfolio WorkApps?
Did that work/help?
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Hello Andree,
Unfortunatly the program where the blueprint sits, was created prior to workapps being added as an option, so i can't set up one. Is there a workaround for the older programs?
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.6K Get Help
- 403 Global Discussions
- 215 Industry Talk
- 455 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 136 Just for fun
- 56 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 296 Events
- 36 Webinars
- 7.3K Forum Archives