Control Center Automation Ability to Trigger Document Sets Specific to Project Category

carlos.balbuena

We would like the ability for Control Center automation to be configurable to trigger different document sets based on the category selected in the project intake sheet. For instance, if the new project request is Category 1, we would like to trigger a set of reports and sheets specific to Category 1. If the new project request is Category 2, we would like the ability to trigger a different set of reports and sheets specific to Category 2, and so on and so forth. Currently this is a limitation, whilst there is a workaround, we would like to take a straightforward approach to auto provision approved projects.

Debbie Sawyer

Feel free to get in touch with me, I might have a solution for you on this but it isn't in Control Center.

Kind regards

Debbie

Vince_718

I'm just getting started with creating categories in a project. Do you have any best practice advice? I'm pretty analytical, reporting flexibility will prove critical in my case.

Debbie Sawyer

@carlos.balbuena

Hi Carlos - I thought I'd comment here again!

Thank you for reaching out to me regarding this post. I did send a response (well several actually!!), did you receive them?

Happy to zoom if you'd like to talk anything through.

Kind regards

Debbie