Parent row workflow issue?

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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?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    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

    ✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    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.

  • Hazel Black
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    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
    Andrée Starå ✭✭✭✭✭✭
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    Happy to help!

    Strange!

    Can you share a detailed screenshot of the Approval Workflow?

    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.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    @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)

    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.