Broken Workflows in Project Toolkit - Expected Behavior?
I am working on editing a project toolkit (similar to Smartsheet's PMO template set) and several workflows are set to "send to specific people". When my colleague tries to save the entire toolkit folder as new all of the workflows that are set to send to specific people break. The workflows are still there, but there are no longer any people chosen to send the workflow to.
I have struggled to find a relevant article or community question that indicates whether or not this is an expected behavior. If someone can confirm if that is expected behavior I can engineer around it, just want to confirm before putting in the effort.
I am hoping it is a straightforward explanation but have attached an example of the workflow in the template toolkit and one in the toolkit that was saved as new (names have been blurred for privacy)
Best Answer
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That is expected as the people originally in the template may not be shared to the new copy. Whenever you have an automation set to send to a specific person (instead of a contact in a cell), you should expect to have to update this whenever a copy is made.
Answers
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That is expected as the people originally in the template may not be shared to the new copy. Whenever you have an automation set to send to a specific person (instead of a contact in a cell), you should expect to have to update this whenever a copy is made.
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Thank you @Paul Newcome I suspected as much but haven't used that feature in so long I forgot.
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Happy to help. 👍️
I rarely send to specific users, so it always throws me off for a minute when I copy a workspace that has one in it. Haha
