Parent row workflow issue?

Hazel Black

I have a workflow that automatically sends approval requests when I change the status of a row. I've just created a couple parent rows, but the the workflow is not applying to them when I change their status. Any idea why this might be?

Andrée Starå

Hi Hazel,

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!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Hazel Black

Hi Andree,

I've created a SmartSheet for documenting information on past projects. Each project gets it's own row containing information in about 30 different columns. I'm working on gathering that information from PMs across the company through update requests, modifying their responses, and then sending approval requests for each row to my supervisors.

I set up a workflow based on status for the approval requests (see below). When I change the status to "Description Complete," my immediate supervisor gets an approval request, and when she approves it, the status changes to "Karen Approval" which automatically sends an approval request to the head of the department:

This had been working fine, until I added a couple parent rows that contain information that was already in the sheet. When I change the status to "Description Complete" on the parent row, nothing happens. It should send an approval request to Karen, like with all the other rows. Here's what that looks like:

I tried unlocked the children rows, changing their status, and creating a new parent row with new children. The automation didn't work on any of those either. I just can't figure it out! Hope you can help.

Thanks,

Hazel

Andrée Starå

Happy to help!

Strange!

Can you share a detailed screenshot of the Approval Workflow?

Hazel Black

Sure, @Andrée Starå! See below:

Andrée Starå

@Hazel Black

Excuse my late response.

Did you get it working or do you still need help?

If yes, can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)