Here is an example of a powerful automation in a single workflow:
A technical writer finishes a rough draft and marks their task as complete in Smar...
The workflow template gallery makes it easy to create workflows for common actions....
You can schedule a recurring workflow to ensure that your workflow runs for the rows that meet your conditions on a regular basis....
To create a row-level reminder:
Select the bell icon in the row action indicator column ....
Before you begin
If your workflow is set to Hourly, Daily, or Weekly, you cannot use any of these action types:
Clear cell value
Assign people
Re...
You can request multiple approvals and create an order for those approvals....
Build the workflow from scratch or use the template provided in the workflow gallery and customize it to your needs....
To use dynamic placeholders in a change-based workflow, you must set the Trigger block to When triggered....
Create conditional logic in a condition block by clicking and to toggle between the two states:
Needs to meet only one condition (or)
Needs to meet...
With an action block, you can choose what type of automation you want your workflow to perform when triggered....
In the trigger block of an automated workflow, you can trigger actions before, after, or on a specific date by specifying a date field....
When creating automation workflows, you can define the criteria that will trigger your workflow....
Use the table below as a reference for what you can do with automated workflows depending on your permissions level....
Building an automated workflow is similar to building a flowchart....
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 ...
As you work with the the Move rows action, there are certain behaviors and best practices you'll want to be aware of....
You can control who can receive alerts (account and sheet level) or requests based on a person's relati
Approval requests let you automatically ask someone to approve or deny an item on your sheet....
You can run an active workflow at any time. This can be useful if you want to run a workflow and see the results of changes you have made....
With the sheet open:
In the upper-left corner of your sheet, select Automation > Create workflow from template....
Before you set up automatic document generation, you need a fillable PDF or DocuSign mapping....
Use the Clear cell value action to delete the contents of the chosen field when a workflow is triggered....
Cell type
Values you can input
Text/Number
A text or number value with a 4,000-character limit....
With the Assign people action in automated workflows, you can add an email address or contact to a contact column in a sheet with specific triggers....
Select the Automation > Create a Workflow.
Inside the workflow editor, scroll down to the action selector and choose Record a date....
At the top left of the sheet, select Automation > Manage workflows....