Can I create an automation on a template in a toolkit?
Hello Smartsheet Community!
My question is: Can I create an automation (e.g. to notify someone with a specific message) on a template in a toolkit that will carry over when new projects are created?
Answers
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Typically yes. Are you able to provide more details?
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@Paul Newcome Sure thing. I'm trying to create an automation on our template so that when a project manager uploads a file (row where the arrow is) and then selects a date in the provisioning start date column, it triggers a notification to our Finance department:
I'm wondering if I can create ONE automation on the template and have that translate over to each sheet that gets created per project OR if I have to manually go in an enable the automation per sheet when the projects get created.
Thanks!
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If it is built into the template, then it should carry over into any copy made from it moving forward. Existing copies will need to have the automation manually set up.
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@Paul Newcome Update: I was able to get it to work! It just took a minute to register. 😊
