Determine all of the workflows a user is assigned to/included in

mgainey

Prior to deactivating a Smartsheet user, is there a way to see what workflows they were assigned to across all Smartsheet items? Oftentimes, the employee replacing that user will need to replace them in the workflows. Is there an easy way to do this? Even just knowing what workflows someone is involved in would be VERY helpful. I was hoping the "Sheet Access Report" may provide that information, but it does not.

Any assistance is greatly appreciated!

Thank you!

Megan

Paul Newcome

Unfortunately there is no way to pull/generate a report for this. It is a very manual process.

Feel free to browse through the Product Ideas tab at the top of this page to see if someone has submitted the enhancement request. If they have, you can add your vote. If they have not, then you can submit it yourself and allow others to add their votes.

Either way, it would be great if you could post a link to the enhancement request here so that others searching for the same thing can easily add their votes.

Paul Newcome

Unfortunately there is no way to pull/generate a report for this. It is a very manual process.

Feel free to browse through the Product Ideas tab at the top of this page to see if someone has submitted the enhancement request. If they have, you can add your vote. If they have not, then you can submit it yourself and allow others to add their votes.

Either way, it would be great if you could post a link to the enhancement request here so that others searching for the same thing can easily add their votes.

mgainey

Thank you @Paul Newcome ! I appreciate your response/feedback!

Paul Newcome

Happy to help. 👍️