Creating templates with Automation

Lauren_C

Hey All, 

 

I am creating a template including automations for reminders. My goal is to make this a template, but now im unsure that all my automations will be stored in the template or if its just creating a sheet template. Does anyone know! I hope this is a yes! 

HELP ! 

Thank you! 

Andrée Starå

Hi Lauren,

Yes, it will work! There are settings when you save and use the template to select what you want.

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Paul Newcome

Andree,

 

Correct me if I am wrong, but it will NOT save specific email addresses built into the Automations. It will save if you have it set to send to contacts in a Contact type column though.

Lauren_C

Thank you! I ended up creating a test and saw that the automation carried over  

Lauren_C

Paul, 

 

I think this may not be true however, my workaround is an " assigned to " column. As people and roles are ever-changing and this assigned to section can be changed on a dime. 

Andrée Starå

Paul,

You are correct! It's because of security it doesn't work with specific contacts.

Andrée Starå

Excellent!

Happy to help!

Paul Newcome

I thought it was true, but I never knew why. It makes sense though. Thanks for confirming.

Andrée Starå

Happy to help!

Bill Kurtzner

Andree; 

My API developer seems to have tried everything to generate a new sheet using a template which contains workflows, however, when the sheet is created using the API it does not carry over the workflows...

If you create the sheet manually using the template, it works, however, the API does not seem to want to create the workflows on the new sheet...

Any insight would be AWESOME!

Andrée Starå

Have you checked here? https://stackoverflow.com/questions/tagged/smartsheet-api

lmarchisio

Did you get a solve for this?  If not, have your developer add rules and ruleRecipients to the include parameter when creating a sheet from template.  Worked for me.

Best,

Lisa