Is there a way to exempt people from a Workflow Automation Process?

MJ2424

I created a Smartsheet for a team calendar. I created a Form attached to the Smartsheet for the team to request new "events" and be able to get them added to the calendar. Then, I created an Automation Process for Approval when "rows are added" and set it up to leave the row upon approval and delete the row upon rejection.

However, any time I add a new row myself, it requires approval, now. Is there a way to make the owners of the Smartsheet to be exempt from the approval automation or to set it up for rows added only through the Form?

Andrée Starå

Hi @MJ2424

I hope you're well and safe!

You could add a so-called helper column. It could be a checkbox column; then, you add that as a default value to the form and hide it. Update the workflow so it only triggers when that column is checked.

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi @MJ2424

I hope you're well and safe!

You could add a so-called helper column. It could be a checkbox column; then, you add that as a default value to the form and hide it. Update the workflow so it only triggers when that column is checked.

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

MJ2424

@Andrée Starå That was extremely helpful, thank you! I was able to put that field as a hidden field in the form and changed the automation to trigger when that hidden field is checked. That work-around solved it!

Thank you, again!!

Andrée Starå

@MJ2424

Excellent!

Happy to help!