Connect with peers, share your expertise, and inspire what’s next in Smartsheet — from proven practices to practical how-to insights from fellow users and product experts.
Sign in to see the current vote count, add your own vote, or leave a comment.
I would like to be able to use Smartsheet groups as recipients within automation workflow notifications instead of listing each user individually.
I have several sheets that generate alerts, like my new hire 90-day review that is reviewed by HR, Clinical and Operational team leads. When my HR rep for this duty left the company, I had to open each new hire's summary sheet from past 90 days and delete her name from each of the automation workflows. It would be much better if I could create a group for "90-Day Review" and have my Clinical, HR and Operations reps managed there, so when one of them leaves or changes, it is one simple switch, and not 35 like I had to do yesterday. And, when her replacement is hired in two weeks, I have to go back in and add him/her back to those sheets, another 35 sheet changes.
Similarly, if this feature of removing an employee from workflow automations was an option when you deactivate their login, just as you can remove them from groups on that admin page.
Thanks for your consideration, Stacey
I too would appreciate this function!
Is this still on the roadmap?
Here I give you the context:
Employees rotate, come and go all the time, User Groups are easy to maintain to keep Departments/Gropus of people in same function accurate, however, if you need to send automatic notifications to ONLY ONE department/group sheet is shared with, now you need to add recipients in your your workflow or into a cell in order to function. If the emplyee changes, then you need to maintain these 3:
Make things easier to maintain in one place, the User Groups.
Sign in to comment or add your vote.