Workflows not functioning after Smartsheet copy

HeatherF

I created a copy of a Smartsheet that already had Workflows set up. My auto-emails are not sending from this new copy as they were from the original. The settings are the same and each automation is enabled. I even tried deleting and re-adding the recipients but it's still not working. Why could this be happening and how can I fix it?

Genevieve P.

Hi @HeatherF

The first thing I would check is the Sheet-Level Automation Controls (the permissions for this specific sheet when it comes to Automations).

You can find this in the small gear icon in the top right corner of the Workflow window. See: Control Who Is Notified About Alerts and Requests

If this isn't the issue, would you be able to post screen captures of your copied source sheet, along with the workflow configurations (but please block out any sensitive data)?

Thanks!

Genevieve

Genevieve P.

Hi @HeatherF

The first thing I would check is the Sheet-Level Automation Controls (the permissions for this specific sheet when it comes to Automations).

You can find this in the small gear icon in the top right corner of the Workflow window. See: Control Who Is Notified About Alerts and Requests

If this isn't the issue, would you be able to post screen captures of your copied source sheet, along with the workflow configurations (but please block out any sensitive data)?

Thanks!

Genevieve

HeatherF

@Genevieve P. Thank you for the timely response! The permissions were set to "Restricted" which probably explains the issue. I'll know for sure next week whether the emails send out automatically. If there's any further problem, I'll post again.

Genevieve P.

Hi @HeatherF

Yes, sounds as if that was the issue! I'm glad I could help 🙂