You must hold Owner, Admin, or Editor-level permission on the sheet to create workflows....
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....
You can set workflows to run weekly, daily, or at specific times of the day....
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....
Users with Editor-level permissions can only create, edit, or delete alerts or reminders with themselves as the recipient....
Use the table below as a reference for what you can do with automated workflows depending on your permission level....
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 notifications in...
To create a move row workflow: Go to Automation > Create workflow from template......
You can control who can receive alerts (account and sheet level) or requests based on a person's relati
Create a workflow to send email notifications when someone edits your sheet.
Manually run a workflow to see the results of changes you have made, or if you have new data and need the updates incorporated before the scheduled ru...
You must be a paid Smartsheet user with Owner, Admin, or Editor-level permission on the sheet to create workflows....
To create a Clear cell value workflow: Go to Automation > Create workflow from template......
Cell typeValues you can inputText/NumberA text or number value with a 4,000-character limit. CheckboxChecked, unchecked, or a custom value....
Follow these steps to assign people in an automated workflow: Go to Automation > Create workflow from template......
To record a date when a workflow triggers: Go to Automation > Create workflow from template......
At the top left of the sheet, select Automation > Manage workflows....