Control center Global update

IB_Smartsheet1

HI Community

Quick questions about Global udpates.

1) If a column name is changed in the blueprint via global updates, do all reports using the column have to be changed manually to replace the defunt column with the new one , or can global updates be used to update the report with the new column in the template folder and thereby all reports get updated?

2)Can new created reports in a template forlder be propagated across existing projects with global udpates?

Thanks as always

jmyzk_cloudsmart_jp

Hi @IB_Smartsheet1

I have not done those so often, but here is what I know.😅 I advise you to experiment with small demo projects until you feel confident.

1) It is possible, but you must do that cautiously. It involves two-step updates.

2) It is possible. Add the report to the blueprint and use the Global Update Reports.

The following is on the more complex 1) change-column-name & update reports process.

Global Updates: Columns

You get a warning like the image below. Updating column names will affect reports' column selection, filters, etc. (if you use the column).

Global Updates: Reports

As stated in the help article below, you can also use Global Updates to update a report when you’ve changed the column name/type or added a new column to a sheet that’s used in that report.

You must first update the blueprint to include updated reports. You must be very cautious if you have multiple reports in a blueprint, as changing a sheet's column name can affect places in reports.

https://help.smartsheet.com/articles/2479386-smartsheet-control-center-global-updates-reports

IB_Smartsheet1

Thank you @jmyzk_cloudsmart_jp. Will proceed with caution as you suggested and hope it works.

jmyzk_cloudsmart_jp

Good luck!