Actions that Trigger Actions

Lee Joramo

I am trying to chain Actions to automate an approval process.

I have column called "Process" that has the following Dropdown values:

• School AD Review
• School AD Approved
• District AD Review
• District AD Approved
• District Finance Review
• Approved
• Denied

I want to use the changes in this the "Process" cell value to trigger Actions. All of the following actions change the value of the "Process" cell

First Action:

• Action Trigger: New row
• Submit Status:  "School AD Review"
• Approved Status: "School AD Approved"
• Decline Status: "Denied"

Second Action:

• Action Trigger:  "School AD Approved"
• Submit Status:  "District AD Review"
• Approved Status: "District AD Approved"
• Decline Status: "Denied"

Third Action:

• Action Trigger:  "District AD Approved"
• Submit Status:  "District Finance Review"
• Approved Status: "Approved"
• Decline Status: "Denied"

I get the first Action to work and send out the approval request email, but I can't get the next approval steps to work. It seems that when an action changes the value of a cell, it does not trigger any additional actions that should result based on the change.

Any suggestions? (I tried to summarize the Action screen configuration with my text above, I can upload some screen shots if it is helpful)

Thanks

 

Andrée Starå

Hi,

It should work! 

I've set up these kinds of workflows for many clients.

I'd be happy to take a look.

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Lee Joramo

Thanks for the feedback.

Between your confirmation that this should work, and a night to sleep on it, I looked over my setup and discovered that I had configured the Actions to be triggered when "Row is Added". They should have been when "Row is Changed"

It works now.

 

 

Andrée Starå

Happy to help!

Great to hear that you solved it!

Sleep is a powerful thing!

Have a fantastic weekend!

Best,

Andrée