Deleting a user and automation

When I delete a person from the system (end of contract), is the person that also deleted from all the automation rules?
- I get a large number of messages that a "workflow has become invalid".
Thanks for any advice.
Comments
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Andrée Starå ✭✭✭✭✭✭
Hi Victor,
No, they aren't deleted from the automation but depending on your Automation Permissions (Restricted, Limited, Unrestricted) they could still be part of the automation and receive alerts/actions.
Hope that helps!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Victor van R ✭✭
Thank you for your quick response.
To me this sounds like abug.... When I delete a person from the system, I want to have them deleted entirely. After deleting I would not like to change all the automation manually for all the rules the person appears.
Or am I not getting it?
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Andrée Starå ✭✭✭✭✭✭
Happy to help!
I can understand that but because the permission can be set to send to anyone that's not part of your account it can't be deleted and also you might want to change them to someone else.
A possible enhancement could be to have an option when deleting the person to remove them from all Automation as well.
Please submit an Enhancement Request when you have a moment.
What do you think?
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Maud ✭
I'm new to smartsheet and I was wondering the same questions as Victor, so is this issue still persistent or has it been resolved by smartsheet?
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katfooddfw ✭✭✭✭
Hi@Andrée Starå! I'm also curious about this, also. I don't believe it has been resolved. At the very least, is there a way to see what sheets and automations the user is connected to? This is also an issue when someone is replaced. Is there a way to update an old user with a new one?
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katfooddfw ✭✭✭✭
Categories
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Thanks @topazfae<\/a> for your time and efforts and I'm happy to announce that @Genevieve P.<\/a> solved this challenge 😃<\/span> - <\/p> \"I can see that your two selections have 135 and 142 characters each. When I cut the character count under 100<\/strong>, they appear as options to filter by.\"<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":106837,"type":"question","name":"All columns aren't showing up for Grouping in Reports","excerpt":"I'm pretty new to Smartsheet and can't figure out what I am doing wrong here. I am trying to Group by the \"PM\" column but it's not showing up in the list. It's formatted as a dropdown, but other columns that are appearing on the list are formatted the same way. What am I doing wrong? Thanks!","categoryID":321,"dateInserted":"2023-06-23T15:59:37+00:00","dateUpdated":"2023-06-23T16:10:12+00:00","dateLastComment":"2023-06-26T11:46:03+00:00","insertUserID":161580,"insertUser":{"userID":161580,"name":"LDP","title":"Sr. Business Analyst","url":"https:\/\/community.smartsheet.com\/profile\/LDP","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T20:52:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":161580,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-26T16:21:56+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":39,"score":null,"hot":3375317740,"url":"https:\/\/community.smartsheet.com\/discussion\/106837\/all-columns-arent-showing-up-for-grouping-in-reports","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106837\/all-columns-arent-showing-up-for-grouping-in-reports","format":"Rich","lastPost":{"discussionID":106837,"commentID":382247,"name":"Re: All columns aren't showing up for Grouping in Reports","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382247#Comment_382247","dateInserted":"2023-06-26T11:46:03+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-26T16:21:56+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/2EJA60U6S04F\/pm-column-issue.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"PM Column Issue.jpg"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T17:47:52+00:00","dateAnswered":"2023-06-23T17:07:03+00:00","acceptedAnswers":[{"commentID":382035,"body":" Is it set to allow for multiple selections? If so, reports cannot group by that. The only way to get it to work on a dropdown column is if it is set as a single select.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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=341&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":5408,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">