Can Workflow be shared with other users?

Hello

I have some weekly reports shared with my team members. The reports have automated workflow (the primary function applied are move the rows, copy, alert..., etc.)

I am wondering if the workflow can be created once and applied to the all the future reports?

So I don't need to create the workflow every time. It'd helpful when I am on leave and my colleague can just apply the workflow without too much work.


Thank you!

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Szu-Yu Chou

    Not sure I follow.

    Are you using sheets or reports?

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    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 Andree,

    Thank you for the reply. I think I have got a solution.


    My question is, can a workflow be created (by anyone) and it'd be available to all the shared users (within a workspace)?


    I am more looking at a weekly report. That said, the report would be generated weekly with same format . So my solution now is create a template in Smartsheet, and any shared users can use the template along with workflow enabled.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Szu-Yu Chou

    Happy to help!

    I'm still not sure I follow. Is it a sheet or a report?

    If you create a Workflow in a sheet, it will be available to anyone depending on their permissions.

    Make sense?

    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.

  • It's a sheet.

    It's more like I need to create a new sheet every week. But when a new sheet is created, there are no existing workflow I can select in the new sheet. I would like to make a workflow stays in a workspace and every time a new sheet is created in the workspace, every one can apply to their sheet.

    I hope this explains my situation.


    Thank you for following up!