Change Cell Value with Condition Automation Workflow Issues
Hi,
I have a multi-tiered approval process that is working as long as the team manually changes the status. Naturally, we want to automate this process for the approval workflow to run seamlessly. Except, I can't get these to work. Here are my screenshots:
I have other workflows created based on each tier (we have 5 total). None of them are working.
The Status column is a single-select drop-down. The "Tier Approval Needed" is a column formula.
Thanks in advance for any help!
Darla Brown
What you meditate on, you empower!
Overachiever - Core Product Certified - Mobilizer - EAP
Answers
-
Greetings @Darla Brown ,
First, I would combine all 5 approval workflows into a single workflow.
Change the trigger to "When rows are changed", no conditions
Use the condition paths for each of the 5 tiers.
You can add an additional condition path using the blue + "Add a condition path"
For Tier 2 Condition it would be the following conditions:
Where Tier 1 Approval is "Approved"
and
Status is "Mgmt Review - Awaiting Tier 2 approval"
and
Tier Approval needed is "whatever criteria"
Approval Request
Change Cell value based on approved or declined.
I hope this helps.
Frank Smith, PMP
Assistant Director | IT Special Projects Mgr.
Oregon Parks & Recreation Department
If my response helps, please mark it as an accepted answer. 😎
-
Hi,
So this is not an approval workflow. The Tiered approval workflow already has several layers with conditions for if approved/denied. I'm not sure I can add a cell value change to those workflows.
Darla Brown
What you meditate on, you empower!
Overachiever - Core Product Certified - Mobilizer - EAP
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.9K Get Help
- 441 Global Discussions
- 139 Industry Talk
- 471 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 68 Community Job Board
- 496 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!