Workflow with succession specific emails

Bob Acerrano

Hello, I want to know if someone enters a value in a completed by field, if a email can be automated to the next person set up by the predecessors field, or the next person in succession.

Genevieve P.

Hi @Bob Acerrano

Smartsheet Automations use details present in the current row to send that row out; there isn't a way directly from the automation itself to indicate that the following row should be the one included in the email. (Please submit your feedback to our Product Team so they can learn about your use-case through this form, here!)

As an alternative, you could create a "helper column" which could use a formula to identify if the previous row has been completed or not, and then you could use the formula output as the trigger for your automation.

Formulas aren't able to read and find Predecessor numbers, but they could identify the row above if you use a row number.

For example, you could put this in your second row:

=IF([Completed By]1 <> "", "Row Above Complete", "Not Complete")

This says, if the [Completed By] cell in row 1 is not blank (or, <> ""), then return the text "Row Above Complete", otherwise say "Not Complete".

As you drag-fill the formula down, the number will update to the next number. Therefore your formula in row 3 will say:

=IF([Completed By]2 <> "", "Row Above Complete", "Not Complete")

This will now look at row two, and so on.

Will this work for you?

Cheers,

Genevieve

Genevieve P.

Hi @Bob Acerrano

Smartsheet Automations use details present in the current row to send that row out; there isn't a way directly from the automation itself to indicate that the following row should be the one included in the email. (Please submit your feedback to our Product Team so they can learn about your use-case through this form, here!)

As an alternative, you could create a "helper column" which could use a formula to identify if the previous row has been completed or not, and then you could use the formula output as the trigger for your automation.

Formulas aren't able to read and find Predecessor numbers, but they could identify the row above if you use a row number.

For example, you could put this in your second row:

=IF([Completed By]1 <> "", "Row Above Complete", "Not Complete")

This says, if the [Completed By] cell in row 1 is not blank (or, <> ""), then return the text "Row Above Complete", otherwise say "Not Complete".

As you drag-fill the formula down, the number will update to the next number. Therefore your formula in row 3 will say:

=IF([Completed By]2 <> "", "Row Above Complete", "Not Complete")

This will now look at row two, and so on.

Will this work for you?

Cheers,

Genevieve

Bob Acerrano

Thank you Genevieve, this does help.