Automated Workflow - Condition Blocks

simmieb

Hi,

I'm trying to create an automated workflow where if certain conditions are met, a request is sent to a contact person to update information. The issue is that I would like separate emails to be sent if (1) condition 1 is met => update closing date

(2) condition 2 is met => upload information

(3) condition 1 and 2 are met update closing date and upload information.

Below is how I've attempted to incorporate it. My issue is that I never seem to get to condition (3).

action for conditions (1) and (2):

Thanks,

Simone

Marlana K.

Configure condition paths that overlap when they have similar or the same conditions. Since SS works left to right.

Great article that helps found here (https://help.smartsheet.com/articles/2479251-condition-blocks-filter-what-your-automated-workflows-send)

Here is an example of one that is complex and works for my solution.

Marlana

simmieb

Thanks, Marlana. It's hard to read the image as it's a bit too small. I haven't been able to get more than two conditions, however. Should I flip the condition statements to have the first condition be with the AND statement of both missing closing date and document and then a second condition with the OR? This way the AND statement gets evaluated first?

Is there a way to do that easily in Smartsheet without rewriting all the conditions?

Genevieve P.

Hi @simmieb

Just jumping in here to clarify: yes, you'll want to have the AND combination first so that the logic checks the combination before then moving over to your OR conditions.

There isn't a way to drag-and-drop conditions to change them around, you'll need to update them individually.

Cheers!

Genevieve

simmieb

Thanks for you help!