Smart Session

Using Bridge and JavaScript to streamline project provisioning

Wednesday, Nov 5 | 4:30PM - 4:55PM

Details

Learn how to unlock full auto-provisioning in Smartsheet Control Center by combining Bridge and JavaScript to eliminate the need for optional templates. This session walks through a scalable approach where all templates are provisioned by default, and non-relevant ones are automatically moved into a hidden or unused subfolder. You’ll also see how the solution dynamically links back to the appropriate template selected during intake, enabling seamless access from your intake sheet. The result: faster provisioning, fewer manual decisions, and a more consistent, automated experience across projects.

Location

Experience Hub - Smart Session Theater

Speakers

Samuel Perez

Senior Technical Account Manager

Samuel Perez is a seasoned technology professional and Senior Technical Account Manager at Smartsheet, where he has been instrumental in driving client success for nearly five years. With a strong background in data science and a passion for innovation, he brings a unique perspective to the intersection of technology and business.Samuel graduated from the McCombs School of Business at the University of Texas with a degree in Business Administration. Prior to joining Smartsheet, Samuel spent over 5 years working in the field of data science. Notably, his research on Type II Diabetes Mellitus and Hyperlipidemia in CML patients was published in the prestigious medical journal Blood.Beyond professional achievements, Samuel's love for sports, particularly the Texas Longhorns, adds vibrancy to his engagements. Additionally, he dedicates his spare time to caring for cats at the local animal shelter.