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Document Generation - multiple templates with similar conditions
Hi, I have two templates that I want to have generated upon form submission and various other triggers in my workflow. Due to potential changes, I have it re-generate so the final "step" is the version that has the most updated information. I currently have 6 templates in a single workflow, with my condition for each being…
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Merged: Template Libraries
This discussion has been merged.
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Question about Templates and Formula References
Hi, I am creating a template of a "Cost Estimator" which will be created into a new sheet each time I have a new project. The Cost Estimator sheet will link to a master Project List using the Project ID and the Project Name. What I am attempting to do is create a Cost Estimator "Totals" sheet which will have a row linked…
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Template set download is in French
I have downloaded the Project Intake template set. The instructions are all in English but the files related to the template have downloaded in French. I am set up for everything to be in English and normally template sets download in English. What do i do to fix this?
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Connecting multiple PMO templates
Hello - Has anyone amalgamated the Client Implementation template with the Customer Onboarding template? They both have areas that would be helpful as one template/dashboard, or having them as separate but still linked somehow. Thanks for your help!
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Template for Submitting Resident files for review and approval
Hi, newbie here. I am the compliance manager for a PHA and am currently using emails back and forth for resident file submission and approvals. Can I get a recommendation for a template that I could use instead? I was thinking the IT requests and ticketing could be modified for my needs. But I am open to ideas.
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Possible to send MS Outlook email Templates once a task is reached
I am trying to set up outbound emails to send to external parties for their deliverables, setting timelines, and forms to complete once certain milestones/tasks are reached with in a project. Is it possible to have a email template built / added and have that template pull in information from the sheet summary such as…
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Document Generation/Mapping included in templates
If I save a sheet that I've created a document mapping for as a template, that document mapping t should be a part of a template. It does not make sense that a document mapping saved in a template would not be used in the template. A document mapping that is saved within a template should be maintained when the template is…
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Form URLs should automatically update on newly saved dashboards when copying a workspace template
As a user, I would like form URLs to automatically update on newly saved dashboards when copying a workspace, So that I do not have to manually update the Form URLs and prevent the risk of forms accidentally pointing to the original sheet or workspace. Please refer to case # 05972330, as this had been previously assumed to…
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PMO Template-- Archiving Projects
I have begun setting up/ using the PMO template. I am wondering if there is a way to archive old, completed projects so my project-level folder stays organized but the data is still available. Thanks