Workflow sequence not working - approver getting email at same time

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

Find more posts tagged with

Comments

Andrée Starå

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

Andrée Starå

More info: https://help.smartsheet.com/articles/2479251-condition-blocks-filter-what-your-automated-workflows-send

MakeItHappen

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 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, andree@getdone.se)

MakeItHappen

Thanks Andree, I will share with you. Regards

Andrée Starå

Thanks!

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

Andrée Starå

Glad we got it working!

Have a fantastic weekend!

Best,

Andrée

Sign in to join the conversation!

Quick Links

Trending discussions

Dashboard Adding Widgets Spontaneously
Howdy, I am working on developing a several dashboards for our team, and for whatever reason the widgets I place are multiplying. I have copied/pasted some, but other I have just added I am ending up with dashboards that look like this: When originally I only had the top four items. It has happened on several different…
Project Management with tracking costs
I am a construction project manager and built sheets that include actual costs for individual tasks, departments and overall project. I update the costs cells as invoices come in by manually calculating then entering in new amount. Ex: Plumbing: week 1 $300, week 2 $250, week 3 $150 = $700. I enter $700 in cell. I'm…
Showing "stacked" data / Statuses of items by swimlane
I have multiple items that each have their own statuses and that roll up to "workstreams" or swimlanes. On the dashboard, I would like to show the progress of the items by swimlane without breaking it out into separate widgets for each. This would ideally be a stacked bar where each bar represented the Items and was broken…