Determine all of the workflows a user is assigned to/included in

之前内容的用户才会安静下来, is there a way to see what workflows they were assigned to across all Smartsheet items? Oftentimes, the employee replacing that user will need to replace them in the workflows. Is there an easy way to do this? Even just knowing what workflows someone is involved in would be VERY helpful. I was hoping the "Sheet Access Report" may provide that information, but it does not.

Any assistance is greatly appreciated!

Thank you!

Megan

Best Answer

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    Unfortunately there is no way to pull/generate a report for this. It is a very manual process.


    Feel free to browse through the Product Ideas tab at the top of this page to see if someone has submitted the enhancement request. If they have, you can add your vote. If they have not, then you can submit it yourself and allow others to add their votes.


    Either way, it would be great if you could post a link to the enhancement request here so that others searching for the same thing can easily add their votes.

Answers

Hi @palefty<\/a> <\/p>

The Smartsheet API does not possess a native method to directly fetch or incorporate clickable row permalinks when you export a sheet to an Excel file. So, users need more intuitive, clickable links within their exported Excel sheets.<\/p>

To address this, I have implemented a workaround:<\/p>

(I used Smartsheet SDK to implement the workaround)<\/p>

\n \n https:\/\/gist.github.com\/jmyzk\/5cc4dfbbf79b010d374f0b5ad3fa0a4b\n <\/a>\n<\/div>


<\/p>

Fetching Permalinks:<\/strong> The code interacts with the Smartsheet API to retrieve each row's permalink values.<\/p>

Incorporating into the sheet:<\/strong> These permalink values are then populated into a designated column. When you export the sheet as an Excel file, you'll notice a column filled with URLs corresponding to the permalinks for each row in Smartsheet.<\/p>

\n
\n \n \"export<\/img><\/a>\n <\/div>\n<\/div>\n
\n \n https:\/\/app.smartsheet.com\/b\/publish?EQBCT=adda95b9ed0d49f192faa76e1535bc47\n <\/a>\n<\/div>

Making the Links Clickable:<\/strong> As a final step, to enhance user experience and ease of access, the code processes the Excel file to convert these plain URL texts into clickable hyperlinks. Thus, when users click these links in the Excel sheet, they're directed to the appropriate Smartsheet row online.<\/p>

With the implemented code, users can easily navigate to Smartsheet rows directly from their Excel sheets.<\/p>

\n
\n \n \"expoerted<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":320,"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":227,"urlcode":"api-and-developers","name":"API and Developers"}]},{"discussionID":108411,"type":"question","name":"Is it possible to update a shared with sheet, by the shared with user via the APIs?","excerpt":"I'm updating sheets via the API, I have a sheet that was shared with me, where I have admin level access. Doing a SheetResources.UpdateSheet(sheetObject) returns an unauthorized error on the shared with sheet. Only the sheets that I own seem to be updatable via the API, any sheets that were shared with me, I am not…","snippet":"I'm updating sheets via the API, I have a sheet that was shared with me, where I have admin level access. Doing a SheetResources.UpdateSheet(sheetObject) returns an unauthorized…","categoryID":320,"dateInserted":"2023-08-02T13:50:08+00:00","dateUpdated":null,"dateLastComment":"2023-08-11T08:41:34+00:00","insertUserID":157588,"insertUser":{"userID":157588,"name":"sbryon","url":"https:\/\/community.smartsheet.com\/profile\/sbryon","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T20:50:08+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-11T17:39:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":65,"score":null,"hot":3382729302,"url":"https:\/\/community.smartsheet.com\/discussion\/108411\/is-it-possible-to-update-a-shared-with-sheet-by-the-shared-with-user-via-the-apis","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108411\/is-it-possible-to-update-a-shared-with-sheet-by-the-shared-with-user-via-the-apis","format":"Rich","lastPost":{"discussionID":108411,"commentID":390158,"name":"Re: Is it possible to update a shared with sheet, by the shared with user via the APIs?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390158#Comment_390158","dateInserted":"2023-08-11T08:41:34+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-11T17:39:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-11T13:16:14+00:00","dateAnswered":"2023-08-11T08:41:34+00:00","acceptedAnswers":[{"commentID":390158,"body":"

@sbryon<\/a> <\/p>

Thanks for confirming! Yes you're correct, only the owner of a sheet can rename it, unless the Admin has been shared to the entire workspace where the sheet resides. <\/p>

This chart has more information on permission levels and actions you can take:<\/p>

\n \n https:\/\/help.smartsheet.com\/sharing-permission-levels\n <\/a>\n<\/div>

Cheers,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":320,"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108367,"type":"question","name":"Is there any way to get the email faster?","excerpt":"Email Trigger takes 3-5 mins. I need to get it faster. Is there any possible to get faster?. can you please update this issue as soon as possible?","snippet":"Email Trigger takes 3-5 mins. I need to get it faster. Is there any possible to get faster?. can you please update this issue as soon as possible?","categoryID":320,"dateInserted":"2023-08-01T17:39:46+00:00","dateUpdated":null,"dateLastComment":"2023-08-02T14:33:54+00:00","insertUserID":164348,"insertUser":{"userID":164348,"name":"Tamilselvan","title":"Associate","url":"https:\/\/community.smartsheet.com\/profile\/Tamilselvan","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-09T18:06:12+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164348,"lastUser":{"userID":164348,"name":"Tamilselvan","title":"Associate","url":"https:\/\/community.smartsheet.com\/profile\/Tamilselvan","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-09T18:06:12+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":73,"score":null,"hot":3381900820,"url":"https:\/\/community.smartsheet.com\/discussion\/108367\/is-there-any-way-to-get-the-email-faster","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108367\/is-there-any-way-to-get-the-email-faster","format":"Rich","lastPost":{"discussionID":108367,"commentID":388479,"name":"Re: Is there any way to get the email faster?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388479#Comment_388479","dateInserted":"2023-08-02T14:33:54+00:00","insertUserID":164348,"insertUser":{"userID":164348,"name":"Tamilselvan","title":"Associate","url":"https:\/\/community.smartsheet.com\/profile\/Tamilselvan","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-09T18:06:12+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-01T19:01:47+00:00","dateAnswered":"2023-08-01T18:58:51+00:00","acceptedAnswers":[{"commentID":388283,"body":"

Feel free to submit a Product Idea!<\/p>

There's nothing we can do as users. It would require a rebuild of that system. I'm pretty sure it's resource intensive, and runs on a schedule performing the automations.<\/p>"},{"commentID":388346,"body":"

No problem. Sorry I didn't have a way to help solve your problem. <\/p>

Having to wait is especially frustrating for me when I'm giving a demo, but that's not the only time I'd like them to execute faster. <\/p>

Consider submitting a Product Idea here (if a search for an already made suggestion isn't available for you to upvote. <\/p>

\n \n https:\/\/community.smartsheet.com\/post\/idea\n <\/a>\n<\/div>

All the best,<\/p>

-Ray<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":320,"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=320&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":211,"limit":3},"title":"Trending in API & Developers","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

Trending in API & Developers