Best Practices for Creating Workflows Between Smartsheet and Other Programs

When you connect Smartsheet and other work management services such as JIRA, you create workflows between the two systems. Here are some guidelines to help you get the best results possible.

Sheet Synchronized to Multiple Workflows

While it’s possible for a sheet to be used in multiple workflows, mapping in the workflows must be done consistently. That is, a column must be mapped to a field in the destination service consistently. If you attempt to map a column to a field and someone else has already mapped that column to a different field, you’ll receive an error.

To avoid the error, you’ll need to coordinate with the person who created the other workflow and agree on a destination field for the column.

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