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...
Select the bell icon in the row action indicator column....
Approval requests pause the workflow at each step until the request is approved or declined....
Request updates when you 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 in the day....
Between trigger blocks and action blocks, you can define conditions to filter which rows to include in the resulting alert or action....
With an action block, you choose what type of alert, request, or other automation your workflow performs 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 select from the following triggers:
When rows are added or changed
When rows are changed
When rows are...
Use the table below as a reference for what you can do with automated workflows depending on your permissions level....
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 move rows action, there are certain behaviors and best practices you want to be aware of....
You can control who can receive alerts (account and sheet level) or requests based on a person's relati
For example, you can configure an approval request to have Smartsheet automatically send a request for someone from finance team to sign off if a purc...
Manually run a workflow if you want to see the results of changes you have made, or if you have new data and need the updates incorporated before the ...
Before you set up automatic document generation, you need a fillable PDF or DocuSign mapping....
To create a new clear cell value workflow:
Brandfolder Image
Go to Automation > Create a Workflow....
Cell type
Values you can input
Text/Number
A text or number value with a 4,000-character limit....
Follow these steps to assign people in an automated workflow:
Edit or create the workflow you want to add an Assign people action to in the Automati...
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....