Automation not working -IF VP approved, send to market segment for approval
JenaW
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(I have more than 1 condition)
Answers
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Does the trigger need to be "When rows are added?"
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@jmyzk_cloudsmart_jp not necessarily. It needs to trigger though only if the VP approves.
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To optimize the Smartsheet workflow, please adjust the trigger settings as follows:
- Setting the Trigger: Choose "When rows are added or changed" rather than just "When rows are added".
- Reasoning Behind the Suggestion:
- Initially, when a request is made, a row is added, which corresponds to the trigger "When rows are added."
- Following this, the approval request workflow initiates.
- When an authority figure, such as a VP, marks a cell as "Approved", this action aligns with the "When rows are changed" trigger.
- For the alert mechanism to function correctly when a cell value is changed to "Approved", it's essential to activate the "When rows are changed" trigger.
By only having the "When rows are added" trigger, the workflow won't activate when a VP approves a request by changing a cell's value. To capture such changes and initiate the workflow, it's crucial to include the "When rows are changed" trigger.
