Multiple Step Automations

Kristen Cummings

Hi All,

I have a form that collects data. Once the form is submitted, it changes a field to "In for Approval".

I then have multiple automations set-up to assign 7 different Owner based on certain criteria and 1 to send a request for approval to the newly assigned Owner.

Most of the time this seems to be working correctly, but there were some submissions that did not automatically kick off the approval process (30ish out of 120).

I am thinking it may be getting hung up on the order of the tasks and was wondering if anyone had another way to achieve this without having to have a manual intervention - either by manually "Run Now" for the automation or by updating the "In for Approval" field?

Thanks!

Brian_Richardson

If you're depending on automations firing in a scheduled order then yes that's probably your culprit. Automation responsiveness varies wildly, even in the same day.

Instead of using automations to assign owners, you might consider using a lookup sheet with different owners based on criteria, then do INDEX/MATCH lookups for that data to automatically and immediately populate your owners when a submission is made. That way, you don't have to wait on timing.

Your approval can then simply be triggered by row add.

Brian_Richardson

If you're depending on automations firing in a scheduled order then yes that's probably your culprit. Automation responsiveness varies wildly, even in the same day.

Instead of using automations to assign owners, you might consider using a lookup sheet with different owners based on criteria, then do INDEX/MATCH lookups for that data to automatically and immediately populate your owners when a submission is made. That way, you don't have to wait on timing.

Your approval can then simply be triggered by row add.