Creating Workflows from Templates
Questions with Correct Answers
What button do you press to access the workflow manager? - ANSWERSThe
automation button found on any sheet.
How many ways are there to create a workflow? - ANSWERS2: From a template or
from scratch
What type of user do you need to be to create a workflow that goes beyond e-mailing
yourself? - ANSWERSOwner, Admin
A workflow is usually made up of what components? - ANSWERSTrigger, Action,
Condition
What users can create row level reminders? - ANSWERSOwner, Admin, Editor, Viewer
Where is the workflow automation permissions access? - ANSWERSFrom the
automation button in a sheet -> manage workflow -> click on the cog in the upper right
to access settings
What are the types of automation permissions? - ANSWERSRestricted, Limited,
Unrestricted
Describe restricted automation permissions - ANSWERSUsers shared to this sheet and
who have logged into smartsheet previously
Describe limited automation permissions - ANSWERSUsers shared to this sheet and
who have logged into smartsheet previously; uses in the same account as the sheet
owner
Describe unrestricted automation user permissions - ANSWERSUsers shared to this
sheet and who have logged into smartsheet previously; uses in the same account as
the sheet owner; any e-mail referenced in a workflow, third party apps (teams, slack)
What permission levels can edit existing workflows that others have created? -
ANSWERSOwner, Admin
What workflow permission level should you set to allow someone who doesn't have a
smartsheet account to receive an approval request? - ANSWERSUnrestricted
