Control Center Customize Profile Data

Chris MondeauChris Mondeau ✭✭✭✭✭
07/13/20 Edited 07/13/20
Accepted

Hi All,

Does anyone have a better explanation about how/what the Target and Approval column fields are used in Control Center? There's a brief overview in the SCC videos (https://www.youtube.com/watch?v=UOWP_nfVnZ0&feature=youtu.be&t=2447) where they recommend using the Approval column, but I'm confused on what the purpose is for both. Thanks!


Best Answer

Answers

  • Chris MondeauChris Mondeau ✭✭✭✭✭

    @Ezra that makes more sense, thanks for the input!

  • Hi @cmondo,

    The information out there pertaining to these two fields is a bit vague but the Target Column is the column where the profile data will be stored in the provisioned project sheet. By default, this is the column just to the right of the sheet's Primary column. The Approval Column is from the Intake sheet and is used to fill in the profile data. Per the Help article on setting up an Intake Sheet:

    An Approval column restricts which projects can be created in Control Center. When you use the require an approval state, only approved projects can be created. Without an Approval column, any project on the Intake Sheet can be provisioned.

    I hope this helps!

    Ben

  • Chris MondeauChris Mondeau ✭✭✭✭✭

    @Ben G thanks for the further clarification. I'm not sure if it's me, but I would have named the Approval Column, "Source" and had that displayed first, then followed up with the Target (maybe "Destination") column instead and displayed to the right of the Approval column.

    Thanks for the help all!

  • Hello,

    Does anyone know how to configure the Control Center to dynamically grant access to a user based on a intake Contact field submitted. Per Smartsheet this option is available as stated below but I have been unable to find how to set it up in Control Center?

    "Projects can be shared with users specified in Intake Profile Data. This is configured as part of the Customize Profile Data screen."

    https://help.smartsheet.com/articles/2478876-scc-create-blueprint

  • Hi @SamW

    You should be able to set this up under when you click the "Show Advanced" option on the Customize Profile Data tab:

    Once you've toggled on the "Show Advanced" option then you can set up a contact column in the Intake Sheet to be used to give permissions:

    Cheers,

    Genevieve

Sign In or Register to comment.