Testing Workflows (Update Request Notifications)

06/03/19 Edited 12/09/19

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

1Submitted.jpg

2TestWF.jpg

Comments

  • Mike WildayMike Wilday ✭✭✭✭✭

    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! 

    2019-06-03_09-35-25.jpg

  • Hi Mike,

     

    Yes thank you for your response, I had that checked before I created the workflow.  Got any other ideas?  

     

    Thanks,

    Jaquisha

  • Mike WildayMike Wilday ✭✭✭✭✭

    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

  • Mike WildayMike Wilday ✭✭✭✭✭

    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?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    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

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Well I tried:)  But I have a thought, would it work if I gave each update request its own trigger?

     

    Thanks,

  • edited 06/04/19

    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

  • Mike WildayMike Wilday ✭✭✭✭✭

    That makes a lot of sense. Glad you got things working out for you. 

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Happy to hear that you got it working!

    Best,

    Andrée

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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