Trigger blocks: When your workflow is executed

When creating automation workflows, you can select from the following triggers:

• Когда строки добавлены или изменены
• Когда строки изменены
• When rows are added (this doesn't trigger for changes in existing rows)
• Когда наступила определенная дата

Enter your criteria for the workflow trigger next to When to ensure that only desired changes in the fields you choose trigger the workflow. For example, you can create a workflow only triggered when an item's status becomes Complete.
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Пользователи с правами редактора могут создавать, изменять или удалять только те оповещения и напоминания, получателями которых они являются.Подробнее о 
разрешениях для рабочих процессов
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To prevent infinite loops, Smartsheet doesn’t trigger actions that change the sheet automatically by inbound cell-links or cross-sheet formulas. This includes formulas that refer to another cell with an inbound cell link or cross sheet formula.

For example, if the Status cell on the row is populated by a formula pointing to a cell with a cell link from another sheet, changes to that cell value through the cell link won’t trigger a workflow that locks the row when Status changes to Complete. 

При необходимости используйте автоматизированные процессы на основе времени или повторяющиеся рабочие процессы.

Workflows frequency 

In the Run workflow dropdown, you can adjust whether the workflow runs immediately, Hourly, Daily, or Weekly when triggered.

Schedules of workflows and alert messages depend on the workflow frequency you set up:

This is an example of how a Weekly workflow works:

You created a weekly workflow on March 16, 2022 (Wednesday). It runs and evaluates sheet changes from March 18, 2022 (Friday) to March 24, 2022 (Thursday). After going through the sheet changes, it delivers the alert message about the sheet changes on March 25, 2022 (Friday).

Set your trigger to occur an hour before the action should occur. This ensures that technical issues don't prevent the action from occurring on  time.

To set up the frequency of your workflow

1. In the Trigger block, make sure the Trigger field is set to any of these options:
   • Когда строки добавлены или изменены
   • Когда строки добавлены
   • Когда строки изменены

You won’t see the Hourly, Daily, and Weekly options if your trigger is set to When a date is reached. 

2. Select any of these Run workflow options:
   • Каждый час
   • Ежедневно
   • Еженедельно

If you are using automated workflows to send notifications and want to use {{Placeholders}}, your workflow can only send notifications When triggered. Hourly, Daily or Weekly options are not available in this scenario. 

Schedule a recurring workflow

1.  In the Trigger block of your workflow, select When a date is reached.
2. Select Run once > Custom.
3. In the Custom Recurrence form, select the desired cadence for your workflows to trigger.
4. Нажмите Готово.

You can also have your workflow end after a certain date or specific amount of executions. 

Вот и всё! Your workflow now executes at the recurrence you specify. To control which rows your workflow includes when it runs, take a look at Condition blocks.

Необходимо учитывать изложенные ниже моменты.

• You can only batch workflows to run Hourly, Daily, or Weekly for Notifications and Update and approval requests action types without If approved or If declined actions.
• Workflow triggers by changes to Any Value  includes when a cell becomes blank
• When you or other sheet collaborators save changes to multiple sheet rows within the time frame of the workflow frequency, all users subscribed to the workflow receive a single notification with up to 100 rows in grid format.
• If your workflow is set to Hourly, Daily, or Weekly, you can't use any of these action types:
  • Очистить содержимое ячейки
  • Назначить пользователей
  • Записать дату
  • Переместить строки
  • Копировать строки
  • Заблокировать строки
  • Разблокировать строки
  • Запросить утверждение
  • Save the workflow with the When triggered setting
  • Return to editing the workflow

Keep the following in mind when creating a time-based workflow:

• When you manually select a date, the workflow triggers all the rows that meet the conditions you set simultaneously. For example, you can use an alert to remind you to take action on all rows that don't have an Assignee by a specific date.
• When you select a date field for the workflow, the sheet checks daily for rows to include. If no rows satisfy the workflow’s conditions, there is no trigger.
• You can't include rows that don't have a date.
• You can also refine the hour of the day for your workflow to run.
• The trigger’s time zone is always the same as the sheet Owner's time zone.
• Automation doesn't send messages when the sheet is empty.