Help with turning off, or deleting an "automated email" from smartsheet.

Jef Forward
Jef Forward ✭✭✭✭✭

I set this automated email up a couple of years ago. I need to change it. However, I am unable to locate the editing automation. It looks like I need to delete the form and start over, but I don't want to do that.

I have looked everywhere. Any help would be appreciated. Thank you.

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Answers

  • Ray Lindstrom
    Ray Lindstrom ✭✭✭✭✭✭

    @Jef Forward

    Above your grid, next to your file menu is the Automation menu. Click that and then click "Manage automated workflows".

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    That will take you to your Automations. From there, you can click to edit, or click the three dots where you're given more options like activate/deactivate, edit, etc..

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    Hope that helps!

    BRgds,
    -Ray

  • Ray Lindstrom
    Ray Lindstrom ✭✭✭✭✭✭

    To edit the form is very similar. Click Forms next to the Automation menu. Hover over the form you want to edit, and the three dots will appear. Click on those dots for a menu to edit the form, activate/deactivate, etc..