Automatic project creation and reporting
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
Answers
-
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:
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
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
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.
bassam.khalil2009@gmail.com
☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"
-
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,
-
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.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 64.2K Get Help
- 419 Global Discussions
- 221 Industry Talk
- 461 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 143 Just for fun
- 58 Community Job Board
- 463 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 300 Events
- 39 Webinars
- 7.3K Forum Archives