How can I make an Second update request TRIGGER a workflow?

Pascale

Hello Everyone,

I have a multiple approval process which goes from Approver 1 then to Approver 2, and then to Approver 3.

The Approval process works okay for all the approvers. The decline process for Approver 1 works okay (When Approver 1 declines the request, an update request is sent to the requestor to make changes. based on the changes made, the workflow is triggered and a request for approval is resent to approver 1)

The decline process for Approver 2 is where I am having a challenge (When Approver 2 declines the request, an update request is sent to the requestor to make changes. Unfortunately, the workflow is not triggered on the second update request).

What can I do for Update Request 2 (As shown on the image) to trigger Request for Approval 2?

I have images of how the workflow looks like and how the trigger looks like.

Regards,

Pascale

Razetto

@Pascale I would recommend limiting the trigger to one or two things and then taking advantage of the conditionals to cover the rest.

Pascale

@Razetto Thank you for your feedback. Even if I limit my trigger, I still won't have a way to make the second update request affect the trigger.

jmyzk_cloudsmart_jp

Hi @Pascale

I tried the following steps, and they worked;

• Add a new column called APV Status.
• IF "Request an Approval 2"'s response is Decline, change the value to RQST2 DCL with the Change Cell Value action.
• When the Requestor changes the row and the Workflow is triggered, check the value of APV Status to trigger Request an Approval 2 instead of Request an Approval 1 if RQST2 DCL.
• In another workflow, if the APV Status changes to RQST2 DCL, make an Update Request to the Requester.

Please take a look at the workflow image in the following URL.

https://drive.google.com/file/d/1BQQ4_f29k-JC8YLiLRG-fc0PTDqWhdoY/view?usp=sharing

https://app.smartsheet.com/b/publish?EQBCT=91810f9787974a2d8178724b0c227912

Pascale

Hi @jmyzk_cloudsmart_jp ,

Thank you so much for your feedback. I have gone through the image you have shared. I have a question for you.

• Please explain to me this part When the Requestor changes the row and the Workflow is triggered, check the value of APV Status to trigger Request an Approval 2 instead of Request an Approval 1 if RQST2 DCL.

Does this mean, when APV Status is RQST2, the workflow will skip the First Approval Request and automatically jump to the second one?

Pascale.

jmyzk_cloudsmart_jp

Yes, @Pascale

When APV Status is RQST2 DCL, the workflow will skip the First Approval Request and automatically jump to the second one.

In the workflow, the logic structure is;

Where APV Status is not one of REQSTQ DCS,

Request an approval (APVR1),

otherwise,

Request an approval (APVR2).

Pascale

Hi @jmyzk_cloudsmart_jp ,

Thanks so much for your clarification. You have been a great help. The APV Status column was very helpful, I loved this hint. The creation of another workflow was a great hint as well.

I have implemented my workflow differently from yours but your assistance has been instrumental

Kind Regards,

Pascale

jmyzk_cloudsmart_jp

Happy to help!