Workflow Trigger Timing?

Brad Matthies

Does the workflow trigger activate when the sheet is saved (manual or auto) or is it when the actual change to the trigger field occurs?  I am presuming the sheet has to actually be saved for the trigger to activate.  Appreciate your feedback.

Andrée Starå

Hi Brad,

Your assumption is correct. The sheet has to be saved for the triggers to trigger.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) 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!

Brad Matthies

@Andrée Starå

You are correct. The sheet needs to be saved (auto or manual) for the changed field to trigger the workflow. Thanks!

Andrée Starå

Hi @donald.wilcox73006

That doesn’t sound right.

Can you maybe share some screenshots of the workflow(s)? (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(s) 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!

Andrée Starå

Hi Brad,

Your assumption is correct. The sheet has to be saved for the triggers to trigger.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) 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!

Brad Matthies

I have been testing it and it looks like it is actually triggered when the change to the sheet is saved, irrespective of when the trigger field is changed. I didn't see anything in the literature on whether or not the sheet needed to be saved, just making sure.

Andrée Starå

@Brad Matthies

It should be when the sheet is saved, but some things might save immediately. What kind of fields is it?

Also, do you have auto-save activated?

Brad Matthies

@Andrée Starå

You are correct. The sheet needs to be saved (auto or manual) for the changed field to trigger the workflow. Thanks!

Andrée Starå

@Brad Matthies

You're more than welcome!

Don Wilcox

Well, this doesn't match what has been said above.

I'm building a new sheet with a workflow (send an update request) to be triggered when a field is not empty.

The workflow is triggered before I save the sheet. Then again when the sheet is saved. So, I'm getting double emails. But the 1st email, has no data to the included fields. Is there a way I can stop this?

Andrée Starå

Hi @donald.wilcox73006

That doesn’t sound right.

Can you maybe share some screenshots of the workflow(s)? (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(s) 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!