Is there anyway to test a workflow prior to sending them to team members who need them?

crachon

Andrée Starå

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

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crachon

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?

Andrée Starå

@crachon

I'd recommend adding a so-called helper column (checkbox) and using that to trigger the Workflow instead manually.

Would that work?

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crachon

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.