Workflow For Purchasing Process


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?

Best Answer

  • Scott Peters
    Scott Peters ✭✭✭✭✭✭
    Answer ✓

    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!