How can I set user input to trigger a workflow but not other changes?

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kebern
kebern ✭✭✭
edited 04/20/23 in Smartsheet Basics

I have built an inventory lending library for our staff. In my Inventory Checked Out Sheet, I have a contact field called Checkout Final. The person who is listed in that contact field can update the Checkout Final field to list someone else via a Dynamic View (e.g. when they are transferring a loan to a co-worker). I want a workflow to notify the new person who is entered when this happens.

I set up the followingβ€”

Workflow:Β 

Trigger: When rows are changed > When Checkout Final changes to: Any Value > Run workflow when triggered

Actions:Β Β Alert someone β€” Send to contacts in a cell: Checkout Final

β€”which did not work because it was also being triggered when rows were moved to this sheet from my Inventory Request Sheet at the time of checkout.

How can I set something up to automatically notify a new provider when a loan is transferred to them without the initial checkout also triggering the workflow?

I created a Modified system column in the Inventory Checked Out sheet, and am wondering if I can somehow use that to more accurately the trigger for the notification workflow; possibly by adding a condition block to the above workflowβ€”

Condition:

Where Modified is in the last (days): 1

β€”but this won't work because I have a daily Record Date set up to refresh the status of items (and regardless I think the row move would still update the Modified field and trigger the workflow too).

I suppose I can add an additional field that the original person in Checkout Final has to update when they enter a new contact and trigger off of that (a checkbox or a status selection maybe). Is that going to be the best way to accomplish this?

Thanks in advance!

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