The last alert of my automation is not working, any ideas?


I have checked the automation settings and my personal settings. After I request an update to a field, I have added an alert to send an email message that captures information from two fields in the email after a specific field is no longer blank. Everything from the start of the process and going through the approval (it's an approve and deny setting) works except sending that last email. I tried erasing it and resetting it, thinking I had overcomplicated it. Is there something with using the {{brackets}} twice in the email that could cause an issue? Any ideas? Please help.

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    edited 04/04/23 Answer ✓

    Hi @tschneider

    Based on how your workflow is set up, the "Update Request" action is sent and then immediately afterwards the workflow checks the Condition Block. It doesn't wait for the Update to be complete before moving on.

    This means that your Condition of "Final Payment" containing content may not be met if it needs to be completed with the Update Request.

    What i would suggest doing here is set up a completely separate Alert workflow, using the Condition as a Trigger instead. Does that make sense?