Control Center Global Updates - Add Existing Checkbox Value to Template

We have a checkbox in our Intake Sheet indicating when an project is done. We need to bring that data into one of our Toolkit Templates for a Dynamic Report so we can exclude pulling data for finished projects.

I have tried adding a row to the template sheet to pull in the value <Done> to a cell, but it did not appear in the test update. Then I tried adding a column with the existing value but nothing appeared in that test. This is my last college try before Pro Deck. Any advice out there?

Answers

  • AravindGP
    AravindGP ✭✭✭✭✭

    Hi @Tina Rustvold


    How would your intake sheet get the value stating a project is complete? Is someone manually adding the value? Usually, we would add a Project status or use the % complete in the first row (usually being the parent for all tasks with the name of the project) to push a value to a summary/metadata sheet. You can then use the summary/metadata sheet as the place to identify the status of the overall project to bring it into any asset within your toolkit and use it to exclude those projects.

    Thanks,

    Aravind

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  • Tina Rustvold
    Tina Rustvold ✭✭✭✭✭

    Ours is a checkbox column on the intake; each project is a row of data that links out to various items. When it is complete the box is checked. This allows us to filter out what is finished. It is in my Admin Metadata sheet with the arrows <Done>, but when I dropped that into a location in our toolkit nothing appeared. This is why I tried adding a checkbox column to drop the data into but that didn't work either; only the <Done> appeared, not the check.