Triggering Email Alerts

LisakayS

Hello,

I am trying to set up a workflow to alert a contact if a date colunm is changed, either from blank to date or the date changes after entered. When a row gets added to the sheet with the date entered then it notifies the contact. But if it is entered on the sheet after the row is added and the date is added or updated it does not send an alert.

I have had trouble knowing what condition to check using "When rows are added or changed" to trigger the action because sometimes it only works when the row or data is first entered but not when it is changed and visa versa. Sometimes the trigger column will have info updated that leads to the action but sometimes it is other fields that change that should trigger an action.

Please let me know if I am missing the logic here and how I can trigger an action if the date is added after the row is added to a sheet or when it gets updated.

Thank you,

Lk

Mark Cronk

Hi @LisakayS ,

I avoid using the "added or changed" trigger because of mixed results.

Instead, I'd add a workflow that is triggered when a row is changed. Set the criteria to due date and any value. Then change your other workflow to be triggered when rows are added.

Good luck.

Be Well,

Mark

LisakayS

Thank you, @Mark Cronk,

I have done what you suggested and I am still not getting emails after the due date is changed or added once the request is in the sheet. I do have other criteria as shown below but those conditions are both 'true'.

Thank you in advance!

Lk

Mark Cronk

Hi LisakayS,

Hmmm. You've probably done it ten times but do it again. Start at the very top and confirm that every piece of logic and automation is correct.

From what I see in your screenshots, the automation will trigger immediately when a the DUE DATE in a ROW is CHANGED to ANY VALUE. It will look at the changed Row and if the Vendor is "Dawn" AND the Job Completed is NOT CHECKED it will go to the next step which should be your ACTION.

Actions that send emails are: Alert Someone, Request an Update, and Request Approval. In each of those you'll have an option to send to Specific People, Contacts in a Cell, or Everyone Shared to the Sheet. Confirm that the person or cell contains an email address and that the address is correct.

If you action is a Reminder or update request a copy of the alert should be in the Row Action Indicator column of the row that triggered the automation. See if it's there and verify that it is going to the right email address.

Any luck?

Mark