We have Control Center setup in our solution for managing IT Projects. Currently, we can manually provision a project through Control Center. How do we setup Control Center to automatically provision projects based on specific criteria?
I started building the checkbox field to evaluate to true with an IF statement. However, I couldn’t figure out where to enable auto provisioning and couldn’t find anything in the help site about it either.
I work out the criteria for the trigger field and contact support to enable the feature once we’re ready. Thanks for your insight on this. Provisioning isn’t a lot of work for us, but it would be one less thing to do on each project that comes through.
Hi @Jason Duryea,
To automatically provision projects in Control Center, you may be able to use a checkbox trigger and a formula to automate the checks based off of specified criteria but you would need to have "Auto Approval" enabled for your program, as this doesn't appear to be something that's turned on by default. This tool sets up a rule that when a row on the Intake Sheet meets the criteria of the rule, the project is automatically provisioned.
I recommend reaching out to the Support Team to see if this is something they can turn on for you on the backend.
I hope this helps!
Is it possible to map a checkbox through the DocuSign integration? We have setup a sheet to automatically send and collect W-9 information using the DocuSign integration, including the sync columns feature. However, the Smartsheet does not appear to allow mapping to checkboxes, which are included on the standard W-9 (when…
Why do some users who have been added to the work app have the people with gear icon? What does it represent?
Me and my assistant are the only Smartsheet support for our company. I am trying to utilize Smartsheets for capturing issues as tickets. I have a dedicated email account for tickets. I am using the form for people to request support. But many times they will send email vs submitting the form. Is there a way to…
Help shape the future of Smartsheet.
Share your ideas and feature requests.
©2023. All Rights Reserved Smartsheet Inc.