Automation Rules Export

tovythomas

I know I've seen a post going back a few years but didn't see an update. Is it possible to export a list of the automation rules to a spreadsheet.

I'm reviewing a sheet that has quite a few automations and trying to document what each one does. However, with longer column names, it is hard to read what the column is and i don't see any easy way to find out as clicking on the field just brings up the list (under Change a cell value).

I was hoping an export would be easily readable.

Genevieve P.

Hi @tovythomas

No, there currently isn't a way to export the automations on a sheet to review each element. Please feel free to add your vote and voice to these Product Ideas:

• List of automation workflows
• Flowchart for Automation

Cheers,

Genevieve

tovythomas

@Genevieve P. , Thanks I was afraid of that. Is there any other solution to make the values in a flow easier to read ? For example, a check box next to the field that is selected so you can tell what is in the field if the column name is too long or a way to display the full column name ?

I went ahead and placed an enhancement request this morning just in case but was hoping to figure out a way to decipher these automations easier.

Genevieve P.

Hey @tovythomas

For Copy Row or Move Row workflows, there isn't a way to see the full sheet name if the character count is longer than the workflow displays right now.

tovythomas

@Genevieve P. , thanks, I mean even Change Cell Value (see attached) . In the sheet I'm working in there is more than one field that Starts with Billing Template so I'd have to dig into the spreadsheet to figure out which one it is. There are other fields that were created the same way. I was just hoping to find a way to find the exact name of the field without leaving the automation screen.

Smartsheet Column Names.png

Genevieve P.

Hi @tovythomas

Yes you're correct, it's the same behaviour in Change Cell Values. Clicking the dropdown list does not automatically show you the current selection, it just allows you to choose something else instead.