Update Request in a Workflow isn't waiting for the update to complete
I have a workflow where I want to request an update and then once the update is actioned to trigger an approval for someone else to review the update.
At the moment, both seem to be triggered at the same time - in testing I am sending both alerts to me and they come into my inbox at the same time. I want the workflow to wait until the update request has been completed before continuing to the next action.
The actual sequence is:
1) Request approval on row creation
2) If approved, trigger update request
3) Request a different approval
At the moment 2 and 3 happen simultaneously rather than 3) being triggered after the update request has been responded to.
Any ideas?
Best Answers
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Hi Allan,
It sounds like the structure of the Workflow(s) is the issue.
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, andree@getdone.se)
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
OK thanks Andree. I've fixed it based on your advice. Now I think about it, I can understand how an update request is a request and doesn't include the response from the user, so Smartsheet considers that action complete as soon as the request is sent (rather than after it is responded to).
I have set up a separate workflow for the second approval which is triggered by one of the fields I expect to be changed by the update request. Not perfect, but it should do the trick.
Answers
-
Hi Allan,
It sounds like the structure of the Workflow(s) is the issue.
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, andree@getdone.se)
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
You need some kind of a condition for # 3, so that it waits until #2 has been responded to go out. For example: set the column that #2 is updating to not be blank as a condition for #3.
-
OK thanks Andree. I've fixed it based on your advice. Now I think about it, I can understand how an update request is a request and doesn't include the response from the user, so Smartsheet considers that action complete as soon as the request is sent (rather than after it is responded to).
I have set up a separate workflow for the second approval which is triggered by one of the fields I expect to be changed by the update request. Not perfect, but it should do the trick.
-
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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andree@workbold.com please can you let me know how this was resolved as I am having the same problem. Thank you
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Hi, I know this was a few years ago but we are having the same problem - please could you let me know how this was resolved? thank you
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Hi Leigh and anyone else viewing,
To clarify, the solution is to send an update request at the end of one workflow.
Then create a second workflow that triggers when a value is entered into a field that was updated as part of the update request.
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the only problem of this one field solution is that we can't determine what fields requestor would be updating. hope smartsheet can use Request an update submission button to trigger the next action.
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