Create Workflow with 3 different conditions and actions

Susan Vieira

I am trying to create a workflow with 3 conditions, each having a different action. Is this possible? In my first attempt I set them up just one after another but only the first condition/action combo is working and I am not sure where to go from here?

To try and clarify what I am trying to accomplish see scenario:

I have 3 final sheets A, B, C.

I want certain rows in my data sheet to be copied to Sheet A, if a specific check box is checked (trigger) and if dates in the row fall between a specified range, 01-Jan to 06-Jan, which is my condition.

If the dates fall between 07-Jan to 13-Jan, I want rows to be moved to Sheet B.

And then if dates fall in 14-Jan to 20-Jan, I want those rows moved to sheet C.

Basically, I have 3 sheets that need rows to move to them depending on the dates in their dates column.

I initially set it up to identify trigger, then 1st condition and action and then added another condition and action and then third. Didn't work. Only first condition and action triggered.

Thoughts? Is what I am asking for impossible? Or what am I doing wrong?

Andrée Starå

Hi @Susan Vieira

You’ll need to use Condition Paths.

https://help.smartsheet.com/articles/2479251-condition-blocks-filter-what-your-automated-workflows-send

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Vivienne Strettle

Hi Susan. You need your workflow to look something like this ...

You might need to create a hierarchy for your conditions though. Does this help, or do you need more information. Regards. Viv

Susan Vieira

I actually tried a version of this but it seems to only apply for 2 conditions. As if it is saying copy the rows here otherwise, send them here. My issue is I have 3 different conditions, each with their own actions. I attached some screen shots of my first attempt that did not work. Only the first condition actually copied the rows. (The 3rd action was cut out of the picture but it is there)

I don't know how to create a hierarchy for my conditions, that seems interesting and maybe what I need? Could you elaborate on how I can do this? Thank you!

Andrée Starå

Hi @Susan Vieira

You’ll need to use Condition Paths.

https://help.smartsheet.com/articles/2479251-condition-blocks-filter-what-your-automated-workflows-send

Would that work?

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!

Susan Vieira

OH!!! I think I may have figured it out, if I add a condition path, or 3, would it work?

Susan Vieira

I think we left our comments at the same time!! :) I will try it now, thank you!!

Susan Vieira

Adding 3 condition paths worked perfectly. Thank you so much.

Andrée Starå

@Susan Vieira

Excellent!

You're more than welcome!