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Hello,
I have some suggestions for adding to the workflows
This would make adding workflows a bit easier.
Greetings Gijs
Gijs,
Thank you for the feedback. Generally if the sheet has a column with the same name as the field and that column isn't already mapped, it should select it. If you don't see that please send a couple examples of the field name and column names that you're seeing an issue with and we'll look into it.
I have logged your enhancement request for field templates. Can you tell me a bit more about your process for creating workflows? Specifically the following questions would be helpful to understand:
* What event prompts the creation of a new workflow (e.g. a new project, a new client, etc.)?
* How often does this happen and who (what role) creates the workflow?
* What is the content of the sheet (e.g. a project schedule)?
* Do you also want a new sheet created from a specified template or do you want to choose an existing sheet?
If you'd rather discuss via phone or email please contact me directly.
-- Scott Willeke | SmartsheetSenior Product Manager, Strategic IntegrationsE: Scott.Willeke@Smartsheet.com
