Create workflows to automate the repetitive, manual tasks that dominate your day.
Users with Owner, Admin, or Editor-level permission on the sheet can create workflows....
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. Build the workflow fr...
You can set workflows to run weekly, daily, or at specific times. Users with Editor-level permissions can only create, edit, or delete alerts or...
You must have Owner, Admin, or Editor-level permission on the sheet to create workflows....
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. OwnerAdminEditorViewe...
You always receive notifications through Notification Center....
You must hold Owner, Admin, or Editor-level permission on the sheet to create workflows....
You can configure your personal settings to receive notifications in the Notifications Center or from these channels: Email: Receive notificatio...
Owners and sheet Admins on both the source and destination sheets can create an automated move rows action....
You can control who can receive alerts (account and sheet level) or requests based on a
Create a workflow to send email notifications when someone edits your sheet.
You can manually run a workflow to see the results of changes, or if you have new data and need the updates incorporated before the scheduled run time...
To create workflows, you must be a paid Smartsheet user with Owner, Admin, or Editor-level permission on the sheet....
To create a Clear cell value workflow: Go to Automation > Create from template......
To change the value of a cell when a workflow is triggered: Go to Automation > Create workflow from template......
Follow these steps to assign people in an automated workflow: Go to Automation > Create from template......
To record a date when a workflow triggers: Go to Automation > Create from template......
At the top left of the sheet, select Automation > Manage automation workflows. In the top right corner of the workflow manager, you can...