Testing Workflows (Update Request Notifications)
Hello,
I am testing a WF and I am not receiving the notifications via email like I thought I should be. I have attached screen shots of what I have set up. While I am testing the update request action, I am the specified recipient for each of the actions. Here is the process breakdown:
- End Users fill out form and checks multiple boxes requesting access to different software applications.
- Once submitted, Client services receives the Update request notification (1st screen shot, yes this one is working fine).
- Client services updates the request by changing the status to: Client Services complete as well as some other items they check as complete.
- Screen shot #2 shows that once the status is changed, and the condition that specific application check boxes are checked. I wanted an update request to go out to specific analysts to complete their setup of the new or existing employee.
- As I am testing I am only receiving one notification of the first check box and no notification for the applications that were checked as well.
I wonder if this is not working because I am the specific analyst for all of the applications. But again I am just testing.
Any helpful advice is appreciated:)
Jaquisha Redd
Comments
-
You need to log into your person settings and make sure you allow notifications to changes you make yourself.
Account Menu > Personal Settings > Notifications.
See screenshot for more information!
-
Hi Mike,
Yes thank you for your response, I had that checked before I created the workflow. Got any other ideas?
Thanks,
Jaquisha
-
Yes, Actually. The trigger for the notification is set to "When rows are added" Change that to when rows are added or updated. Then when you update a row, and save the sheet. It should fire that notification.
-
Thank you!! So I made the updates, ran it again and I still only received 1 notification for 1 of the applications. I should have received 4 for each application about the same time. Hmmmm...I hope you not out of ideas...LOL
Jaquisha Redd
-
hmmm. Can you send new screenshots showing the adjustments you made? Are you sure all of the checkboxes were checked? Did you save it after you checked them?
-
Hi Jaquisha,
The way conditions work in a workflow is that it will trigger on the first one that is true and then stop.
So you would only receive one notification.
Hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
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.
-
Well I tried:) But I have a thought, would it work if I gave each update request its own trigger?
Thanks,
-
Good morning!! So I have good news!!! I made each update request(4) with their own WF . The trigger for each of them was the same, but different than the Submitted WF. I successfully received all 4 emails and was able to enter the updated data for the corresponding check box. I am still testing a couple of things with the columns that I need to display, but I am very happy with the outcome.
I appreciate your help:)
Thanks
Jaquisha Redd
-
That makes a lot of sense. Glad you got things working out for you.
-
Happy to hear that you got it working!
Best,
Andrée
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.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.9K Get Help
- 410 Global Discussions
- 220 Industry Talk
- 458 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 136 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 298 Events
- 37 Webinars
- 7.3K Forum Archives