Capabilities of Global Updates

Alexandra P

Could we use Global Updates the make the following changes to blueprint sheets:

1. Add shared filters to the sheets
2. Add Forms to the sheets

Also, can we provision a blueprint sheet including shared filters and/or its own form (not from specific link)?

Matt Johnson

Hi @Alexandra P

Unfortunately you can't add shared filters, or normal filters with GU and you can't add or edit Forms either.

I'm 99% sure you can provision a new project with Shared Filters. And yes, you can provision a sheet that has a Form. Just note that if a Project Plan's Form link is on a Project Dashboard, you'll need to update the Form Link after you provision the project. Otherwise the Form will still be connected to the Template Sheet.

I hope that helps.

Matt

Matt Johnson

Hi @Alexandra P

Unfortunately you can't add shared filters, or normal filters with GU and you can't add or edit Forms either.

I'm 99% sure you can provision a new project with Shared Filters. And yes, you can provision a sheet that has a Form. Just note that if a Project Plan's Form link is on a Project Dashboard, you'll need to update the Form Link after you provision the project. Otherwise the Form will still be connected to the Template Sheet.

I hope that helps.

Matt