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Preserve specific email address in a Workflow rule in a Template

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.

3 votes

Idea Submitted · Last Updated


  • Andrée Starå
    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!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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