How to Draft and Save Workflows for Future Updates in Smartsheet

Answers

  • Is there a way to deactivate a workflow as you create it so that you can setup a series of workflows and save them for updates at a later time? Kind of like drafting them?

    When I start setting up an idea, I need to get it correct or SS will not allow me to save it.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi,

    I hope you're well and safe!

    You can deactivate them.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic day!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Thank you. I think I need to ask a better question.

    I know I can make a workflow THEN deactivate. But the workflow needs to be valid before it allows me to save.

    I want to create a workflow IN deactivated mode.

    I was hoping I could make a workflow that even if it had flaw it would save. Right now, I cannot even save it. So, when I have a good idea I want to try out, but it doesn't work I can't save it and try later.