Condition Not Working

Mary Helen Culbertson

Hello,

I am developing a form for rate change requests that has to go through several approvals and then payroll has to enter the effective date of the change. We have 7 directors who can submit rate change requests. I want to send a custom response to the appropriate director with the director's name, the contractor's name, the new rate, and the effective date.

My workflow works well until I try to send the final message back to the director letting them know that the request has been approved. The workflow stops after the request for an update is completed. I have tried Effective Date of Increase is "not blank" and is "greater than" the first of this month.

I would really appreciate suggestions on what is wrong with the workflow. Thank you!

Mary Helen

Paul Newcome

Have you tried setting it up as a separate workflow?

Mary Helen Culbertson

Hi Paul,

No, I hadn't thought of that but would like it to be in one workflow if possible.

Thank you!

Paul Newcome

What is your trigger for your current Automation?

Mary Helen Culbertson

The initial trigger is when a new row is added. Directors will complete a Smartsheet form which adds the row to start the process. I've tried several different workflows and it looks like it stops when payroll adds the effective date of the change using an update form request.