Troubleshooting Update Request Workflows
Needed help:
Have I set up my workflow automation for update requests incorrectly?
I believe all of our permissions and settings are correct
Workflow intent:
I have built a workflow to trigger a round 1 update request to gather a limited amount of information. I created a condition where if someone answers a specific way in this round 1 of update requests, that a second more details request update is sent to gather more information.
EX: First Update Request: When a box is checked on the sheet, the update requests sends an email to various team leads. Team leads are asked to confirm if their team is involved in the project. They will select their team's name from a dropdown list OR select their team is NOT impacted.
IF they select their team, a second update request should send off asking for more details about the team's work. This is several open form fields.
Problem:
Currently, the initial trigger for the round 1 update request works but when a team is selected, the second update request DOES NOT trigger and no emails are sent.
Answers
-
I would split it into two separate automations.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.9K Get Help
- 439 Global Discussions
- 138 Industry Talk
- 470 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 67 Community Job Board
- 486 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives