What’s the best method to add new automated workflows to existing projects?

BO'Neil

Is there a way to use Global Updates to add automation rules to active projects?

We are under an enterprise plan with control center

I want to add several new automation rules to all active projects (200+)

I do not want to do this manually for every active project.

Any recommended options would be appreciated.

Example Use cases:

When @ row % complete = 100%, set value in a different column “Z” (same row) to “X”
When @row column “Z” = “x”, change the “assigned to” column to “Some Name”
When @row column “assigned to” = “some Name” & column “Z” = “X”, then alert the following.
When column “Z” changes to “X”, alert the following.
Create a new report that displays the above and pulls in all active projects.

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Accepted answers

BO'Neil

Hi Genevieve,

Thank you for taking time to respond to my question and for the recommended next steps.

I have already updated my blueprint with the needed changes for future projects. I'll craft an enhancement request for the product teams review and consideration.

Best Regards,

Barry

All comments

Genevieve P.

Hi @BO'Neil

There currently isn't a way to update previously provisioned sheets with a new automation using Global Updates in Control Center. Please let the Product team know about your feedback by filling in this form, here! (See Smartsheet Control Center: Make Global Updates to Your Projects for a list of the current types of Global Updates you can configure.)

You can update your Blueprint to include these automations and a new Report so that every future project contains these details, but this will not update any previously provisioned projects.

If you're eligible on your plan to book Pro Desk sessions, I would recommend setting up one session (under the Control Center category) so you can update your Blueprint over a screen share and receive guidance. You can check for available times from this page: https://www.smartsheet.com/pro-desk

Cheers,

Genevieve

BO'Neil

Hi Genevieve,

Thank you for taking time to respond to my question and for the recommended next steps.

I have already updated my blueprint with the needed changes for future projects. I'll craft an enhancement request for the product teams review and consideration.

Best Regards,

Barry

SSFeatures

Hi @BO'Neil, my name is Nathan and I'm working full-time to build a browser extension that makes Smartsheet better.

The browser extension is SSFeatures ( https://ssfeatures.com ) and you can use it to copy and paste automation workflows.

To copy and paste automation workflows with SSFeatures:

Click the Copy button.
Open a different sheet.
Click the Create from Scratch button.
Click the Paste button.

Then SSFeatures will paste the automation workflow into this sheet.

Best!

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