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Hello,
I'm trying to find a way to automate my Reports. I want to create a Report that uses an entire folder under Data. So that when I add a new sheet to that Folder the Report automatically updates and I don't have to modify the Report after every new sheet. Another automation I would like to do is create a site directory in Data. Then be able to select a site from the directory and create a project for that site from a saved project template.
Hi Melvin,
Unfortunately, it's not possible at the moment to select anything else but workspaces to keep the report updated, but it's a great idea!
Please submit an Enhancement Request when you have a moment.
Can you explain in more detail how you'd want the site directory process to work?
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
Hi Melvin
Can you Data Folder be turned into a Workspace? If so, adding sheets to the workspace will update the report automatically. (as mentioned above by Andree)
Also, would our Smarter Project Initialiser work for your second request? See link to a webpage / downloadable PDF explaining this feature:
https://www.smarterbusinessprocesses.com/smarter-mini-control-center-smarter-project-initialiser/
Kind regards
Debbie Sawyer Consultant & Training Manager
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