Deleting a user and automation

Victor van R
edited 12/09/19 in Smartsheet Basics

When I delete a person from the system (end of contract), is the person that also deleted from all the automation rules? 

- I get a large number of messages that a "workflow has become invalid". 

Thanks for any advice. 

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Victor,

    No, they aren't deleted from the automation but depending on your Automation Permissions (Restricted, Limited, Unrestricted) they could still be part of the automation and receive alerts/actions.

    Hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thank you for your quick response. 

    To me this sounds like a bug .... When I delete a person from the system, I want to have them deleted entirely. After deleting I would not like to change all the automation manually for all the rules the person appears. 

    Or am I not getting it? 

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    I can understand that but because the permission can be set to send to anyone that's not part of your account it can't be deleted and also you might want to change them to someone else.

    A possible enhancement could be to have an option when deleting the person to remove them from all Automation as well.

    Please submit an Enhancement Request when you have a moment.

    What do you think?

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • I'm new to smartsheet and I was wondering the same questions as Victor, so is this issue still persistent or has it been resolved by smartsheet?

  • katfooddfw
    katfooddfw ✭✭✭✭✭✭
    edited 02/25/22

    Hi @Andrée Starå! I'm also curious about this, also. I don't believe it has been resolved. At the very least, is there a way to see what sheets and automations the user is connected to? This is also an issue when someone is replaced. Is there a way to update an old user with a new one?

  • katfooddfw
    katfooddfw ✭✭✭✭✭✭