Workflow Automation

Cassie_Hall · 03/18/22

Hi,

Do you know if there is a way to build master list of workflows and then select from those when you create a new sheet that you want to apply to that sheet?

My thoughts for this is to create a template with these workflows built in and then apply ? Only catch is if you add a new requirement and update your template the other sheets (active programs) will require a manual workflow update per sheet.

For example...As as new requirements are needed you can create a new workflow within a "master workflows" and you can then select the sheets you want that workflow to apply vs having to update each sheet?

Does this exist?

Thanks,

Cassie_Hall · 03/21/22

Hi All,

I wanted to share this update as SS was able to provide a solution and thought this could help others.

In Sheet --> Make the Column Type "Contact List" --> do not restrict to list values only & do not need to add pre-populated list of contacts.

On the Form --> Make sure that field is set for email address request (ex: Rep Email or Submitter Email) and have that field set for email.

In the Workflow --> Select Alert someone --> Send to contacts in a cell --> Pick that column name set to contact list (ex: Rep Email or Submitter Email) and it will alert the email in this cell

Automation Permissions --> need to be set at "Unrestricted"

Thanks!

Andrée Starå · 03/18/22

Hi @Cassie_Hall

I hope you're well and safe!

Unfortunately, it's not possible now, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Cassie_Hall · 03/18/22

https://community.smartsheet.com/discussion/comment/323186#Comment_323186

Thank you!

Andrée Starå · 03/18/22

@Cassie_Hall

Happy to help!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Cassie_Hall · 03/21/22

Hi All,

I wanted to share this update as SS was able to provide a solution and thought this could help others.

In Sheet --> Make the Column Type "Contact List" --> do not restrict to list values only & do not need to add pre-populated list of contacts.

On the Form --> Make sure that field is set for email address request (ex: Rep Email or Submitter Email) and have that field set for email.

In the Workflow --> Select Alert someone --> Send to contacts in a cell --> Pick that column name set to contact list (ex: Rep Email or Submitter Email) and it will alert the email in this cell

Automation Permissions --> need to be set at "Unrestricted"

Thanks!

Andrée Starå · 03/22/22

@Cassie_Hall

Excellent!

Glad you got it working!

✅Please support the Community by marking your post with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Workflow Automation

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