Cross Functional Dynamic View Automated Workflow Alert

Natalia06
Natalia06
edited 10/02/24 in Smartsheet Basics

I have a sheet with a dynamic view for each department to fill out their appropriate section. There is an icon where they can request a meeting. There is an automated workflow that will email the team that the meeting request flag was selected. Is there a way to only have that triggered once? Some people will return to the dynamic view to update their section and it's continuing to trigger the meeting request automated workflow.

Answers

  • Isaac A.
    Isaac A. Employee

    Hi @Natalia06!

    It sounds like it could be possible to limit the workflow trigger, but it will depend on how the trigger is set up and how your sheet is managed. For more insights on how triggers work, check out this article: Trigger blocks: When your workflow is executed.

    If you'd like, feel free to share some screenshots of the workflow setup, and we can explore creating a condition that triggers only once, based on the specific setup of your sheet and how it’s being used.

    Hope this helps!

    Cheers,
    Isaac.

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