Workflow Automation - Assigned user not saved when creating a TEMPLATE

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Rick Girard
Rick Girard ✭✭✭✭✭
edited 11/02/21 in Smartsheet Basics

I've created a sheet with automation that notifies a Specific User when the sheet is updated. The Specific Users name is NOT SAVED when I save the sheet as a NEW TEMPLATE. Can someone suggest a work around to this ?


thank you!


rick girard

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  • Rick Girard
    Rick Girard ✭✭✭✭✭
    Answer ✓
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    After trial and error I found by using an Assigned Cell name (ie. Admin) in the Sheet and adding the selected name (user@company.com), its was retained in the Template. Problem solved.

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  • Rick Girard
    Rick Girard ✭✭✭✭✭
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    Some additional context, please see snapshot of the automation I set up. I'm concluding that when saving as a Template anything that uses an external source (ie. Active Directory) to locate data (username) doesnt get retained in the template.


  • Rick Girard
    Rick Girard ✭✭✭✭✭
    Answer ✓
    Options

    After trial and error I found by using an Assigned Cell name (ie. Admin) in the Sheet and adding the selected name (user@company.com), its was retained in the Template. Problem solved.