Template with Dynamic view and Control Center
One of our templates relies on dyanmic view. Will the settings for Dynamic View stay in place when new project is created? All projects are created using Control Center.
I've already searched in the Community, looked a articles, and learning.
Meg Young
mmyoungconsulting@gmail.com
If this answer resolves your question, please help the Community by marking it as an accepted answer. I'd also be grateful for your response - "Insightful"or "Awesome" reactions are much appreciated. Thanks!
Best Answer
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In that case you will need to create a new Dynamic View for each project as it is provisioned. Dynamic View is not currently tied to Control Center (unfortunately).
Answers
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It depends on how the Dynamic View is set up and what it is displaying. Is it pulling from a project specific sheet within the blueprint, or is it pulling from something at the portfolio level?
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It is pulling from a project specific sheet within the blueprint.
Meg Young
mmyoungconsulting@gmail.com
If this answer resolves your question, please help the Community by marking it as an accepted answer. I'd also be grateful for your response - "Insightful"or "Awesome" reactions are much appreciated. Thanks! -
Hi @Meg Y
I hope you're well and safe!
Is the sheet in the blueprint specific for each project, or is it a summary sheet or similar?
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.
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The sheet is including in the BluePrint template set used for all projects.
It would be project specific.
Meg Young
mmyoungconsulting@gmail.com
If this answer resolves your question, please help the Community by marking it as an accepted answer. I'd also be grateful for your response - "Insightful"or "Awesome" reactions are much appreciated. Thanks! -
In that case you will need to create a new Dynamic View for each project as it is provisioned. Dynamic View is not currently tied to Control Center (unfortunately).
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As Paul answered, you would have to set up each Dynamic View Config separately because it's not currently part of the Blueprint.
Great idea!
Please submit an Enhancement Request when you have a moment
✅Remember! 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.
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