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Merged: Adding Document Builder Templates to BP Templates in Control Center
This discussion has been merged.
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Reuse Global Updates in Control Center
You should be able to use a global update more than once in Control Center, essentially setting up a template like you can with, for example, Data Shuttle. Many of my global updates will be the same one or two actions, like updating a column formula in my template, performed multiple times over time. It's cleaner and more…
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Auto provisioning of projects in Control Center
I have a Control Center program with 4 different blueprints. I would like to do auto provisioning where I can designate the blueprint to be used at the Intake Sheet level (via intake form). I don't see a way to do this in Control Center and suspect it may not be possible. Has anyone else tried this or can someone confirm…
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Delete Column using SCC Global Updates
I want to be able to delete columns across all projects in Control Center. Right now, you can add columns, but not delete them. This is manual :(
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How to unselect an option under "What templates should this appear in?" in Control Center
Hi All, I'm hoping to unselect an option under the "What templates should this appear in?" in the Customize Portfolio Data section in the blueprint in Control Center. However, the checked options are greyed out and cannot be unselected. Does anyone know why this is and how I can unselect one of the options? Thanks!
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Dashboard Image Widget Data Source via cell from Sheet
For the Image widget type, expand ability of where to select the data source from to include option that matches that of the Metric widget - where you can choose a cell from a sheet. When using a workflow via Control Center, we intake Clients and capture their logos in a cell (as there is a nice option to insert image to a…
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Control Center is removing templates from existing projects
I renamed my objects (required control center templates). Now, when I create a new project in control center, it is adding the project fine, but it is removing references in regional report to projects that were created with the old object names. Old Name = Metadata New Name = 2.1 Metadata I manually updated all the…
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Can I use global update on a sheet template's form?
I would like to do a Global Update in Control Center on a sheet template's form. This will allow me to update the form on a specific sheet in 70+ projects very efficiently. My worry is that this functionality is not available and instead I will need to go into each project, find the specific sheet, and manually update the…
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Control Center - Global Update for Conditional Formatting
We would love to have the capability to push new conditional formatting using global update for provisioned project sheets. We have over 200 projects and whenever we get new ask for new conditional formatting (since things change all the time), it's a huge manual hours to go through and update each provisioned project with…
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Off loading from Control Center Intake sheet with Data Shuttle
Is there any risk using Data Shuttle to off load data to excel so I can use the data to then in take to a different sheet.
