Workflow Automation - Assigned user not saved when creating a TEMPLATE

Rick Girard

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

Rick Girard

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.

Rick Girard

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

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.