What is the Required checkbox on the Customize Profile Data page of Control Center for?

Matt Takahashi
Matt Takahashi ✭✭✭
edited 02/15/24 in Add Ons and Integrations

I'm curious what the Required checkbox on the Customize Profile Data blueprint setup page of Control Center for? Does it control anything specific? Never been entirely sure so I figured I'd ask to see if anyone can explain it. Thank you!

Best Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    When someone is provisioning a project in Control Center, anything that is checked will be considered "required" and will definitely provision. Anything unchecked, the user has the option to not include its creation during provisioning.


    Use case: Some project managers like an extra checklist that doesn't impact the rest of the build, but other project managers feel it just clutters things up since they don't use it. Setting it as "optional" by leaving the box unchecked means that your project managers can decide for themselves whether that checklist gets provisioned with the project or not.

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @matt.takahashi

    I hope you're well and safe!

    If you enable Automated Provisioning, it will disregard those options.

    I hope that helps!

    Be safe, and have a fantastic week!

    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.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    @matt.takahashi It is only applicable when manually provisioning. When auto-provisioning, there is no point at which the project manager actually accesses Control Center. As such, there is no opportunity for a project manager to select/deselect optional pieces.

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    When someone is provisioning a project in Control Center, anything that is checked will be considered "required" and will definitely provision. Anything unchecked, the user has the option to not include its creation during provisioning.


    Use case: Some project managers like an extra checklist that doesn't impact the rest of the build, but other project managers feel it just clutters things up since they don't use it. Setting it as "optional" by leaving the box unchecked means that your project managers can decide for themselves whether that checklist gets provisioned with the project or not.

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

  • Thanks for the response @Paul Newcome. Follow-up question, does that optional workflow apply if we are using an SCC automation for project provisioning? Or does it only work with manually creating projects?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @matt.takahashi

    I hope you're well and safe!

    If you enable Automated Provisioning, it will disregard those options.

    I hope that helps!

    Be safe, and have a fantastic week!

    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.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    @matt.takahashi It is only applicable when manually provisioning. When auto-provisioning, there is no point at which the project manager actually accesses Control Center. As such, there is no opportunity for a project manager to select/deselect optional pieces.

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

  • Pat Canning
    Pat Canning ✭✭✭✭

    I think the provided answers are incorrect. The question pertains to the CUSTOMIZE PROFILE DATA page. The answers seem to describe the SOURCE TEMPLATE SETTINGS page.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    @Pat Canning The Required Checkbox in the Customize Profile Data section is in regards to the data that is required to provision a new project. You can select whether or not each piece of data is required before a new project is provisioned in the Customize Profile Data section.

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com