Set Workflow to a specific cell/row not the column
Hi!
I'm trying to set up an automatic workflow that will trigger an email alert to a person when a particular cell has been populated but can only seem to be able to do it for a column and not a specific row.
Example is: Person A is assigned a client. When Person A completes Task 1, Person B is to Peer Review that completed task.
I would like an email sent to Person B when Person A marks Task 1 complete. There are 4 people on this team and each has been assigned to peer review another team members work before I do the final review. I have the workflow set up to send me and and my #2 an email when the peer review is done, but that's easy bc we are the only ones to do the final review. The peer review notifications are seeming to be a little more difficult since the rows are assigned to different people.
Is there a way to set up the workflow for a row vice a column?
TIA!
Lynette😊
Answers
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Hi @Lynette B
I hope you're well and safe!
Yes! You can add a condition like the Task Name or something similar.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks so much for responding @Andrée Starå . Would you have any ideas on how to set that up? Maybe it comes down to how I have my whole project laid out in Smartsheet.
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Happy to help!
Can you share some screenshots and more information about the task that you want it to trigger for? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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