Automated Workflow - Sending tow steps simultaneously

marylonon100581

First time workflow automation user here...

I created a workflow that has the following steps:

Approval request > Request for Update > Approval Request

I currently have each step assigned to me and my VP for testing purposes.  There are many more steps that follow these in the workflow, but this is where my issues is occurring.

In addition, I believe at one point the automation was working correctly.

The intention of the workflow is as follows:

1) Receive the 1st approval from a director, this triggers...

2) A request for update by the person responsible for making changes in their account software

    Once the request for update is submitted then via the "submit update" button...

3) The next group to approve is notified that their approval is needed.

What is actually happening is that once the first approval goes through, both the person who is being requested to update AND the next level of approval emails are being sent simultaneously.

My questions are:

1.  Do I have set up correctly and it is not working as intended?

     If so, then I will wait for SmartSheet to respond to my ticket

     If not, then what do I need to do to correct?

          I tried adding a condition, between steps 2 and 3 based on a check box being "checked" when the request to submit update step was submitted.

          Do I need to set up separate workflows?  I am realizing now that if I want to change the type of action, that in certain situations it wants to remove the workflow that follows that particular step being changed.

TIA!

Andrée Starå

Hi,

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? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Andrée Starå

Did you get it working?

Have a fantastic weekend!

Best,

Andrée