10

Community—

We've introduced automated workflows, which make it easier than ever to build, manage, and collaborate on Smartsheet automation. You can now:

Consolidate multiple automated actions into sophisticated workflows, including multi-step approval processes

Address a variety of scenarios in a single workflow with multiple conditional paths

View your entire workflow at once rather than across many separate rules

We also rolled out recurrence so you can now set up your time-based workflows to repeat on your preferred schedule. For example, request updates on all incomplete work items once a week on Monday at 9am.

All of your existing rules have been turned into workflows with the above capabilities. If you do nothing, they’ll continue to run as usual, but you can also add more actions and conditions and set up recurrence at any time. 

To manage your workflows or create a new one, open the Automation menu (formerly called the Alerts & Actions menu).

Learn about three quick ways to take advantage of these new capabilities.

Then get all the details in the Smartsheet Learning Center.

 

Comments

Hi Shaine,

Wow! Just Wow! surprise

Have a fantastic week!

Best,

Andrée Starå - Workflow Consultant @ Get Done Consulting

I'm confused. I thought this was supposed to let us set recurring workflows, but it seems like it just sets up recurring alerts and our definitions of workflow are different? If I have a meeting that needs to be duplicated for every Wednesday, or if I have series of data calls that occur at daily, weekly, monthly, and quarterly intervals, I want to be able to set those duplications. I don't need to send alerts to anyone, I just want to make those tasks automatically duplicate themselves without having to copy/paste a couple hundred rows every day. 

I was really hyped about this update, but it doesn't seem to do what I thought it would.

In reply to by Erin.M.

Hi Erin—

We don't currently have the ability to create or duplicate a row and its data automatically. (They must be manually copied and pasted in your sheet at this time.)

When you have a moment, please submit a Product Enhancement Request using the form under Quick links on the right of the community site.

These are really helpful - especially the option to add concurrent conditions is a game changer. Streamlined a lot of our workflows.

Hello,

If I set the change action like below with "Run workflow:Daily", how the recurrence occurs?

lets say, the requests come in at 9am, 11am, 3pm, 4pm, 9pm on the day, how the run works on the day and next day?

Thanks,

Hana

In reply to by [email protected]

Hi Hana,

Here's some info.

  • Workflows set to run daily will evaluate changes to the sheet and execute between 12:00 AM and 11:59 PM in the sheet Owner’s timezone and messages will be delivered between 12:00 AM and 4:00 AM the next day. 

Hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

This is amazing! Looking forward to see automations improve!