How can we help you?

Search results for:workflow

Duplicate a workflow

Learn how to duplicate a workflow, along with its automations and connected files… The workflow inside Sheetgo. 2. All the automations in the workflow. 3… A message will confirm that the workflow is being duplicated ("Your workflow is being duplicated, you

Rename a workflow

Learn how to edit your workflow's name, description and category… Find the workflow First, find the workflow you want to edit in your workspace… Open the workflow menu After you find the workflow you want to edit, click the three dots icon at the

Add workflow notes

Learn how you can add extra informations about your workflow… When building your workflow there are many decisions that you make regarding your setup, these decisions… To add notes, open the desired workflow and click on + New resource on the sidebar

Transfer ownership of a workflow

Transfer a workflow to a new owner… To transfer the ownership of a workflow, share the workflow with the person, reopen the dialogue box,… If you are changing your position inside your company and need to transfer the ownership of a workflow

Get started with your workflow

Learn the different ways you can start building your Sheetgo workflow… article to understand how our dashboards work Sheetgo makes it easier than ever to build powerful workflows… By utilizing the options to create an automation, form, or dashboard, you can streamline your workflows

Rename files in a Workflow

Within Sheetgo, you can rename files connected to any workflow step… To rename a file in a workflow, open the Files menu in the sub-menu and click the file's name… Another way to rename a file in a workflow is to open the Files menu on the sidebar and expand the desired

Create your first workflow

You can do this by clicking Untitled workflow. You can also rename the workflow afterward. 3… New Workflow If you are a new user, your Workspace will be empty when you open Sheetgo… Title If you want, you can rename your new workflow

Set up the Workflow Automation Trigger

Enable and configure the workflow automation trigger… A Workflow Automation Trigger is a command to run a workflow automatically whenever another workflow… Turn on Run automatically For Trigger Options select On workflow run Select the workflow

What is a Sheetgo workflow?

Understand what is inside your workflow… Advantages of using a workflow… What is a Sheetgo workflow? What is a Sheetgo automation? What is a transfer?

Set access levels on a workflow

Specify who will be able to do what in a shared workflow… the same access to edit or change information inside the workflow… and the Owner can do everything inside the workflow