Backend Process for creating Workspace and Project Folder
Hello,
Currently we create a new workspace for each projects even if that project has different Location, (ex. X Los Angeles, X New York, X Vegas) will have separate workspace. However, we want to create a one workspace for the same Project and have folder inside that for different location.
So X will be the Workspace Name and X Los Angeles, X New York, X Vegas will be the folder (Projects) inside that workspace.
If there are no multiple location for the Project, we want it to have separate workspace.
Something like this:
Is this possible to do? If so any documentation out there i can look at?
Best Answer
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Hi @PKafley
I hope you're well and safe!
What about having a Workspace, a folder X, and then the different locations?
Would that work/help?
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 support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. 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.
Answers
-
Hi @PKafley
I hope you're well and safe!
What about having a Workspace, a folder X, and then the different locations?
Would that work/help?
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 support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. 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.
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Hello @Andrée Starå
Thank you for the quick response.
How would the permission work? If we don't want other folks to see other project. Can we just share the folder?
Is there no way to create a multiple workspace and have project inside it as folder? (automated)
Thanks,
Puspa
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Unfortunately, there isn't a way to have a Workspace in a Workspace or Workspaces in folders or share a folder at the moment.
Do you have access to Control Center?
Happy to help!
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. 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.
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Yes, i have access to Control Center.
What about creating Workspace (USA) and having us projects (Folders) in it? and Creating Another Workspace (UK) and having UK projects in it?
Thanks,
Puspa
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Yes, that's the way I'd recommend doing it, but I didn't think that was an option.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. 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.
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So there is a way to make it like that from control center? Creating multiple workspace for different location and having multiple projects (Folder)?
Thanks,
Puspa
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Yes, I'll get back to you!
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.
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You can select the Workspace manually.
Another way to do it would be to develop one Control Center Blueprint and then make copies of it and change the Destination and the Trigger for Approval.
Make sense?
Would that work?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. 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.
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Hello @Andrée Starå
That makes sense, since we only have 1 blueprint, from control center if i choose "Enable users to select workspace" when triggering project creation, would we need to select workspace manually? or is there way to auto provision that?
If it's manual when is that done? After it's been approved from intake sheet? or do we need to disable our current Auto process?
Thank you for your time on answering these questions 😀
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You're more than welcome!
If you have one Blueprint, they would need to select the Workspace manually, so it can't be automatic.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. 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.
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