I created my first workflow and apparently I did something wrong. Please see the attached image of my criteria. I created four tasks that met my criteria and should have received an e-mail as I understand it. Please help! Thank you!
@Andrée Starå Do you think that maybe the "In The Next 7 Days" and "In The Last 30 Days" conditions are cancelling each other out? One is looking at future and the other is looking at past dates, but with having them together using the AND instead of the OR.
A date can't be in the past AND in the future. Only one or the other.
First, make sure that you have allowed yourself to receive notifications properly in your Personal Settings (circle/profile in the upper right corner) and secondly check the Permission.setting for the Automations. (cog in the upper right corner in the Automation overview)
Did that fix it?
I hope that helps!
Have a fantastic weekend & Happy Holidays!
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
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 for help with Smartsheet, integrations, general workflow advice, or anything else.
Are you able to provide screenshots of the tasks you created?
@steven.nienaber105336 If that doesn't fix it.
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])
Yes, here is the test I created:
@steven.nienaber105336 Did you check the Personal Settings and Permissions and they were correct?
Thanks for everyone's thoughtful responses! At the end of the day, Paul, your answer was the one that fixed my problem as the other answers provided confirmed to be true in my setting. Indeed I was cancelling out my dates by having two date criteria - I deleted the 30 day criteria and the e-mail arrived. Thank you!
@Paul Newcome That sounds like it could be the reason for it not working as expected. Good Catch! @steven.nienaber105336 Try making a copy of the workflow and change/update the condition.
Let us know how it goes!
Happy to help!
Happy to help! 👍️
Looking to connect a dynamic view of HR dataset to a Power BI dashboard pulling information from multiple other sources. Appreciate any guidance, thanks
Hello! I copied a form I had made for a similar event I am working on now. I made minor adjustments to the form to match the needs of the event. I distributed the form for people to complete, so the form is active, but the data is not populating onto my Smartsheet. Please advise. I would prefer not to have people redo the…
Hello. Trying to make a quick attendance tracker for a meeting. I got conditional formatting to change the cell color when its checked vs unchecked. However I cannot seem to find a way to get the rule to apply to multiple columns on a per column basis. I need a way to copy what I have for column 3 and apply it to all…
Help shape the future of Smartsheet.
Share your ideas and feature requests.
©2023. All Rights Reserved Smartsheet Inc.