Building an automated workflow is similar to building a flowchart....
Select the bell icon in the row action indicator column....
Approval requests pause the workflow until the request is approved or declined....
Request updates when someone assigns a task listed in the sheet or when you need the task owner to update specific fields....
You can set workflows to run weekly, daily, or at specific times in the day....
Between trigger blocks and action blocks, you can define conditions to filter which rows to include in the resulting alert or action....
There are four types of workflows, and each type has different action types for it....
When creating automation workflows, you can select from the following triggers: When rows are added or changedWhen rows are changedWhen rows are added...
Use the table below as a reference for what you can do with automated workflows depending on your permission level....
You always receive notifications through Notification Center....
For example, you create a workflow to trigger alerts when someone edits the sheet you own....
You can configure your personal settings to receive notifications in the Notifications Center or from these channels: Email: Receive notifications in...
To create a move row workflow: Go to Automation > Create workflow from template......
You can control who can receive alerts (account and sheet level) or requests based on a person's relati
Manually run a workflow to see the results of changes you have made, or if you have new data and need the updates incorporated before the scheduled ru...
Before you set up automatic document generation, you need a fillable PDF or DocuSign mapping....
To create a Clear cell value workflow: Go to Automation > Create workflow from template......
Cell typeValues you can inputText/NumberA text or number value with a 4,000-character limit. CheckboxChecked, unchecked, or a custom value....
Follow these steps to assign people in an automated workflow: Go to Automation > Create workflow from template......
To record a date when a workflow triggers: Go to Automation > Create workflow from template......
At the top left of the sheet, select Automation > Manage workflows....