Preserve specific email address in a Workflow rule in a Template

jillcet

Allow for a Workflow saved in a Template to preserve any rule configured to be sent to a specific email address (as opposed to a Contact list column) when the Template is used to create a new Sheet.

This way, you won't have to re-enter the specific email address in the workflow each time the Template is used to create a new Sheet.

Andrée Starå

Hi @jillcet

I hope you're well and safe!

Great idea! That would be a great addition to Smartsheet features.

Here's a possible workaround or workarounds

• Add a so-called helper column (Type: Contact) with a formula that fills in the contact, make it a column formula, and then reference the column in the Workflows Contact List.

Would that work/help?

I hope that helps!

Have a fantastic weekend & Happy New Year!

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!