Smartsheet Basics

Smartsheet Basics

Ask questions about the core Smartsheet application: Sheets, Forms, Reports, Dashboards, and more.

Where is the Automated Workflow I created?

✭✭✭
edited 04/09/24 in Smartsheet Basics

Inside a report, I was starting a "Send Update Request". There was a prompt to create a workflow as a suggestion. I clicked on it and created the workflow. Named it, scheduled it, and saved it. Now, I can't seem to find it anywhere to modify the workflow. I searched all the underlying sheets and it is nowhere to be found. My logs do show when I created it, but now it's lost.


Answers

  • Community Champion

    Hi @jcaguioa

    I hope you're well and safe!

    What do you see in the Automation section?

    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!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • ✭✭✭

    Hi @Andrée Starå

    Thanks for your reply!

    Since this was in a report, there is no Automation Section. I assumed there wasn't a way to create a workflow in a report, but when that prompt showed up, I took my chance. I'm most likely going to have to wait until Monday to find out if the workflow is working since it's an auto notification type which should run once a week every Monday morning.

  • Community Champion

    @jcaguioa

    Happy to help!

    You created the workflow in the sheet the row is part of, so if you go to that row and select edit on the row, you can go to the sheet at the bottom of the left side.

    Remember! 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!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • ✭✭✭

    I've checked all the lines for the connected sheets, none of which contain the workflow that was created. This is very odd.

  • Community Champion

    @jcaguioa

    Strange!

    Ok, then your best bet is to wait until it triggers.

    Remember! 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!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Trending in Smartsheet Basics