Applies to
- Pro
- Business
- Enterprise
Capabilities
Who can use this capability
- Owner
- Admin
- Editor
View and manage automation workflows
As your work processes develop, you may need to tweak, copy, disable, delete, unsubscribe from, or subscribe to an automated workflow.
Who can use this?
Plans:
- Smartsheet
- Pro
- Business
- Enterprise
Permissions:
- Owner
- Admin
- Editor
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
Access your saved workflows
At the top left of the sheet, select Automation > Manage automation workflows. In the top right corner of the workflow manager, you can:
- Filter by status: All, Active, Inactive, Unable to run
- Sort by: Name, Date modified, Date created, Last run
Users with Editor-level permissions can only create, edit, or delete alerts or reminders with themselves as the recipient.
Manage your workflows
- At the top left of the sheet, select Automation > Manage automation workflows.
- Hover over the workflow and select the More icon. The following table contains what you can do here.
| Use this command | To do this | Tips and notes |
|---|---|---|
| Deactivate | Temporarily turn off the rule | Use this command to use the rule in the future. |
| Run now... | Run the workflow manually | Use this command to run the workflow whenever you want manually. |
Test now... | Test the workflow | Use this command to test your workflow on a test row or use to preview how Notifications will look by sending them to yourself. |
| Edit | Rename or change the criteria for the rule | Use this to modify the alert message. |
| Duplicate | Create a copy of the rule | Use this command to create the same workflow type for a different purpose. This allows you to create another workflow faster. |
| Subscribe or Unsubscribe | Stop receiving the alert | You can unsubscribe directly from the alert or action you receive, by selecting Unsubscribe in the Don't want to receive these emails? section in the email message. To subscribe, access the workflow menu, and select Subscribe if you want to receive alerts or automated actions. |
| Delete | Delete the rule completely | You can’t undo this. |
| Workflow Properties | View workflow properties. | You can see here the workflow ID, workflow creation details, and who has unsubscribed. |
Workflow issues and notifications
You may receive email notifications if there are issues with your workflow. Follow the instructions in the email to fix any issues.
Duplicate a workflow
As described previously, select Duplicate in the workflow menu. You can then edit the workflow to address any new scenarios.
Keep these tips in mind:
- Edit any approval requests: Store them in a new field or use new values. If you don't change them, approvals in your original workflow may cause approval requests in the duplicated workflow to run.
- Check your subscriber list: Make sure all the correct people receive notifications.
Check workflow properties
Open the Workflow Properties dialog to review the following details:
- Workflow ID: 16-digit value that you can use for interactions with Smartsheet Support.
- Created by: User who created the workflow.
- People who unsubscribed from the workflow: Total number and list of unsubscribed users.