Workflow sequence not working - approver getting email at same time

MakeItHappenMakeItHappen ✭✭✭✭✭
edited 12/09/19 in Using Smartsheet
10/31/19 Edited 12/09/19

Hi,

I have set up a workflow were I want the "Project Leader" to provide a status update which then gets sent to the "Project Sponsor" for approval. However the Project Sponsor is getting the 'Request to Approval' email even before the Project Leader gets their email and has the opportunity to provide an update. 

What am I doing wrong?

Regards

 

Update workflow.jpg

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 10/31/19

    Hi,

    Yes, they would trigger at the same time.

    You'll have to add a conditioning path to make it work the way you want it to or use two different workflows.

    Would that work?

    I hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • MakeItHappenMakeItHappen ✭✭✭✭✭

    Thanks Andree,

    I have had a condition where if if 'Ready for Approval" is one of "Yes" then the request for approval should be sent to the Sponsor.

    The 'Ready for Approval' is something the Project leader would set to 'yes' when completing the form.

    This is still not triggering the next step in the workflow.

    It works if I have two separate workflows. One for the Request and the other for Approval. It seems to be that the trigger needs to be saved in the sheet before the next workflow can happen. It means you can only ever have a one step workflow process. 

    I would rather it all be combined into the one workflow. It is this tool limitation or am I doing something wrong?

     

    Update workflow1.jpg

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Happy to help!

    It does work with multiple steps.

    I'd be happy to have a look to see why it's not working.

    Can you maybe share the sheet? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • MakeItHappenMakeItHappen ✭✭✭✭✭

    Thanks Andree, I will share with you. Regards

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Thanks!

    I'll take a look and get back to you!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Glad we got it working!

    Have a fantastic weekend!

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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