How to set up automation to specific people.

Jeremy Y O

Hello,

I am working on a smartsheet and I ran into a problem. I have it set up currently where there are 5 options (A,B,C,D,E). and right now i have it to where if any of the option are picked person A email will fill in a different row. But now i need it to where if option D and E are picked both person A and now Person B email will both be added.

Thanks you!

Genevieve P.

Hey @Jeremy Y O

The way I would do this is with Condition Blocks.

Have one block for A, B, C, and another one for D and E.

For example:

Condition blocks: Filter what your automated workflows send

Cheers,

Genevieve

Jeremy Y O

@Genevieve P.

Thank you for your response. That is how I originally set it up but What i need now is for the first condition to have A, B, C, D, E and then the second condition to have only D and E. But when I tired it it wouldn't fill in the second condition into the cell when selecting D and E only the first.

Genevieve P.

Hi @Jeremy Y O

You're correct - if a condition is met, it will skip all the other ones. This means that if your first block has "D" and "E" selected, it will never get to a second condition block (so you can't select those in another path).

Another option would be two completely separate Workflows:

• One with the trigger for A, B, C, D, and E going to a specific person
• One with the trigger for D and E going to a different person (but not the same as the other one)

This will trigger two workflows at the same time if a row matching D is created, sending two separate emails.

Jeremy Y O

@Genevieve P.

Will this also work when using the option of assigning people? so both emails will be put into one cell?

Genevieve P.

Hi @Jeremy Y O

Yes, as long as you UN-Check the section that says it replaces the cell content.

It should be grey, not blue: