Use a Revizto User Report to Automatically Generate Deep Space Teams per Project
Some Revizto Users have started using additional user metadata fields in the Revizto User Directory. These are:
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Company - the company this user works for
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Department - this field is often used as Discipline, such as "Architect" etc
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Location - generally not useful in the context of this automation
First, refer to this article for the latest information about loading Revizto Team Data:
How to Load Revizto User Data to Deep Space
This is the basic workflow (when you have only 1 Revizto Workspace):
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Populate the Company and Department for a number of your Revizto users,
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they have been invited to Revizto projects,
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you have exported the Revizto User Management page to Excel and,
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Load the User report to Deep Space ws_revizto_user_report_staging schema using MySQL Connector for Excel (Deep Space)
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Run the LoadReviztoUsers Workspace Automation
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Go to the Project page
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Run the Make-DeepSpace-Teams-From-Revizto Project Automation
You will now find that the following have been created automatically:
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Teams for the Project
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Companies
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Teams and Companies are linked
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People have been created
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People have been linked to Teams