Is there anyway to test a workflow prior to sending them to team members who need them?
Answers
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Hi @crachon
I hope you're well and safe!
Not sure I follow! Can you elaborate?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. 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:[email protected] | 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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It looks like I can only send my workflow requests at certain times but I want to send it multiple times to my own email to see what it looks like before I send it to others. Is there a way to trigger sending it without being on a schedule?
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I'd recommend adding a so-called helper column (checkbox) and using that to trigger the Workflow instead manually.
Would that work?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. 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:[email protected] | 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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Thanks.
If I send a workflow request to others, I can see how they can update the existing smartsheet but what if they need to add something to the smartsheet they are updating? For context, I am managing tasks for a project and I will send a workflow for updates on each task but I want them to have the capability to add something themselves also.