Automations are being deactivated when saving new sheet as... or setting up as a template.

heyjay

Automations are being deactivated when saving new sheet as... or setting up as a template.

Generate Documents or Document created from document builder and Send to specific contacts are samples.

Is there a way, without getting additional subscription, to prevent this from happening?

SteyJ

Automations are being deactivated when saving new sheet as... or setting up as a template.

heyjay

Nov 10, 2023

Automations are being deactivated when saving new sheet as... or setting up as a template.

Generate Documents or Document created from document builder and Send to specific contacts are samples.

Is there a way, without getting additional subscription, to prevent this from happening?

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Did you try selecting the option "Include Recipients & Permissions settings"?

heyjay

I did, the documents are being removed and automations are being deactivated -

CAZ1

Hello,

Where would I find this setting? Is it specific to the template or a global setting?

Did you try selecting the option "Include Recipients & Permissions settings"?

Thanks, Chris