Workflow For Purchasing Process

JiMel

When I change the Status from 1)Request For Requisition to 2)Requisition Created, I created a workflow that would send an email to the Requestor.

This status change is being done in the Smartsheet table, not via a Form. Below you can see the Workflow. Currently the WF is not triggering. What mistake am I making?

Scott Peters

Hi @JiMel - The screenshot of your Requestor column does not look like it is populated with a contact, just the text of the person's name. It is configured as a contact column, but for the person to receive the email, you will have to add or edit that person's name to include an email address. You know you have done it correctly when you see both their name and the little circle with the person's initials, or their profile picture within the cell.

Hope that helps!

Andrée Starå

Hi @JiMel

I hope you're well and safe!

Are you sending it to yourself?

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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JiMel

During the development phase, yes. Once developing is done, it will flow to whoever the Requestor is.

Scott Peters

Hi @JiMel - The screenshot of your Requestor column does not look like it is populated with a contact, just the text of the person's name. It is configured as a contact column, but for the person to receive the email, you will have to add or edit that person's name to include an email address. You know you have done it correctly when you see both their name and the little circle with the person's initials, or their profile picture within the cell.

Hope that helps!

JiMel

Novice mistake....thank you for your help.