Automatic project creation and reporting

Mihai Nedelcu

Dear community,

I have a scenario which gives me quite a headache.

I would like to create a form which will be populated by the project requesters for creating projects in Smartsheet based on a set template. The form will have multiple fields. Once the form is submitted it will have to trigger an alert/reminder for approval. If approved then the project should be created based on an existing template. Some milestones of the project + certain fields from the initial form should be copied in a new line in a grid/table file; based on this file a report will be generated which will then feed a chart widget in a dashboard. In the same time, after the project has been created, some other fields from the form should be copied (or placed) in another grid/table file which will generate another report, which in turn will feed another chart widget from the same dashboard.

I can do all of this manually and hyperlink the cells but it's quite a hassle and I would like to automate the entire workflow. I've attached a visual schematic for clarity. Can someone help with the automation steps? I know how to automate some steps, like the decision point for example, but I have no idea how to "make" the system create a project based on a trigger + template, or how to automatically hyperlink cell information from one table to another.

Regards

Andrée Starå

Hi @Mihai Nedelcu

I hope you're well and safe!

A solution that would be perfect for this use-case is the premium add-on, Control Center.

Is that an option?

More info: 

https://www.smartsheet.com/marketplace/premium-apps/control-center

Let me know if you want to explore the Control Center option or another workaround.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Bassam Khalil

Hi @Mihai Nedelcu

Hope you are fie, please check the following article Control Center Overview i think you will find some help about your request.

Mihai Nedelcu

Hello @Andrée Starå , @Bassam.M Khalil

I don't know if you are referring to the same product. What I could find is:

Control Center is a premium offering available for purchase to Smartsheet customers using a business plan or higher. 

My organization does have a business plan but I didn't find this Control Center. When I try to logon to it I get the below error:

You do not have access to any Control Center Programs. Contact a Control Center Program Lead in your organization to obtain access.

Is there something I need to do to enable it? Do I need to contact the Smartsheet team for this?

Regards,

Andrée Starå

@Mihai Nedelcu

It's a Premium add-on solution, so it's not included in the Business license.

I can help if it's an option you'd want to explore.

I'd be happy to schedule a quick chat to discuss it more.

How does that sound?

Please e-mail me at andree@workbold.com, and we will take it from there.