Searching for specific automations

Kristen Christman · 09/21/23

I have so many automations and when I need to find one to edit, duplicate, run, etc., with the existing filters (alphabetically, creation date, last refined date, etc) I still waste a lot of time finding what I need; I often don't know when I created an automation or last updated it, or what first word I used to sort alphabetically.

I would love for there to be a search capability on keywords found in automations (both in the title or perhaps on the function of the automation) to help find automations faster to act on them.

Dale Heincelman · 09/25/23

I would also like to search automations for recipients. When people leave the company we remove their access however if that person is a recipient for an automation they keep getting automation email sent to them.

Paul Bilbro · 01/13/24

Yes, I have been needing this for a while now. One of my sheets has over (30) automations and it's always a chore to find the one I want to edit or view. I can always remember a word or two so having a search bar to type keywords into on the workflow page would be very valuable and save a lot of time!

Paul Bilbro · 10/04/24

Would also be nice to have a default "sort" option for automations. When I go to my automation menu, it always sorts by name, would be nice to choose a default "sort by last modified" etc. (whatever you most often use) so every time you go to the automation menu, it's sorted by your default sort preference.

Paul Bilbro · 10/04/24

Another thing… being able to filter by automation type!!! "update request" "alert someone" "change cell value" etc. etc.

kss5229 · 10/11/24

https://community.smartsheet.com/discussion/comment/396833#Comment_396833

Same - I have 35+ automations set up and just found out one of the email distribution lists for a team changed. I have to figure out which workflows are affected & update the distribution list.

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Searching for specific automations

Idea Submitted · Last Updated 09/21/23

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