I set a conditions on the Automation workflows to trigger request an approval form
but it will not trigger the request approval form if I update the contact on the sheet.
Will appreciate any help.
@Andrée Starå thank you! now, it actually trigger the process when "KLL Vet" was ticked.
Can you provide a screenshot of the Trigger portion?
Are you trying to send it to yourself?
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])
I hope that helps!
Be safe and have a fantastic week!
Workflow Consultant / CEO @ WORK BOLD
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
I have 2 level approval in this form.
in the form, User will select a contact in “user verification” and select another contacts in “PMT1 - PMT4” for second level approval depending on the value amount
upon the first level “user verification” approval, the automation will proceed to get 2nd level approval from the contact that is selected within “PMT1 - PMT4”
the conditions on the 2nd level conditions below are base on
1) if cell 1 is not blank and the other 3 cells are blank, then trigger and request an approval from the contacts in cell 1
2) if cell 2 is not blank and the other 3 cells are blank, then trigger and request an approval from the contacts in cell 2
the same condition apply for 3 and 4.
there is no problem on automation and getting approval from level 1 to level 2 for all 4 different scenarios
however, on 1 form submission, I accidentally missed out the 2nd level selection and submit the form. so the will not trigger the 2nd level approval upon level 1 approval.
I went into the sheet and manually select the correct contact list for 2nd level approval. But it do not trigger automatic approval process and send a approval request to 2nd level contact list.
sorry for my bad explanation . Please see form
Excuse my late response.
Did you get it working or do you still need help?
Glad to hear that it's working again!
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