Automated Workflow fields - can they be duplicated?
Hello knowledgeable ones,
I have multiple workflows for approval/assigning within one sheet. In each of these workflows we want to send certain fields via the email. Do I need to select each of these fields for each (30!!) of the individual workflows? I cannot see how to copy and paste the relevant fields.
I am assigning about 40 fields to each of 35 workflows.
Many thanks!
Best Answer
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Unfortunately, yes, you have to add them to each or start with a template workflow and then make copies of it if that makes it simpler.
Great idea! That would be a great addition to Smartsheet features.
Please submit an Enhancement Request when you have a moment.
Would that work/help?
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 help the Community by marking it as the accepted answer/helpful. 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.
Answers
-
Unfortunately, yes, you have to add them to each or start with a template workflow and then make copies of it if that makes it simpler.
Great idea! That would be a great addition to Smartsheet features.
Please submit an Enhancement Request when you have a moment.
Would that work/help?
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 help the Community by marking it as the accepted answer/helpful. 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.
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Many thanks Andree,
I will submit, thank you. Appreciate your help as always!
-
Many thanks Andree,
I will submit, thank you. Appreciate your help as always!
-
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.
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