Automatic Workflow for multiple rows
Hi there ,
I would like to learn that , when we crreate an automatic workflow system taking action based on one row , i want that at the same time system will take action for all the rows with one alert.
For example imagine that , there are 3 rows with materials and delivery dates column ( 2 column just ) . I created a workflow that works when the delivery date is changed .When i change the delivery dates for 3 rows at the same time , system is sending alerts with seperated 3 mail based on row ..Is there any way to take in one mail that 3 row’s changing alert ?
Best Answers
-
Sure! Here you go.
✅Remember! 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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
It can't be anything else when there are more than than one action in an Approval Request.
More info.
- The following actions cannot be used with Run workflow: set to Hourly, Daily, or Weekly, Record a Date, Move Rows, Copy Rows, Lock rows, Unlock Rows, and Approval requests contain subsequent actions.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
Hi @Erhan_79
Are you using the placeholder feature?
If you change the Runworkflow setting to anything else, then When triggered, it will group the notification, but then the placeholder feature won't work.
Would that work?
I hope that helps!
Be safe and have a fantastic weekend!
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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
hi @Andrée Starå ;
no i don't use placeholder feature . Also i dont have any info about it
-
Ok.
Then you can change the Run workflow setting to something else, but When triggered and it should work.
Did that work?
Here's some information about the Placeholder feature.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
dear @Andrée Starå ;
could you pls give me a screenshot about " run workflow settings to something else " , which settings , sorry just try to understand
i set the workflow "when triggered but alert works based on on row , it is not grouping" i think i do something wrong
-
Sure! Here you go.
✅Remember! 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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
thanks @Andrée Starå , i understood now ,but i tried it for the approval workflow but system says that for approval only "triggered " is working . Is thre any way for approval workfloe to take groupped approvals
-
You're more than welcome!
Can you maybe share the sheet(s)/copies of the sheet(s) or some screenshots of the workflow? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
i shared a test sheet @Andrée Starå ;
so at workflows tehere are 2 flows , one of them is revised date approval , when i enter to many rows to revised date rquest column , i want that with an only one notification mail approval request will go to approver.
and the other workfloe even i created it is not working , maybe you are should check it too , if it is possible
-
It can't be anything else when there are more than than one action in an Approval Request.
More info.
- The following actions cannot be used with Run workflow: set to Hourly, Daily, or Weekly, Record a Date, Move Rows, Copy Rows, Lock rows, Unlock Rows, and Approval requests contain subsequent actions.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
thank you very much @Andrée Starå
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63K Get Help
- 380 Global Discussions
- 213 Industry Talk
- 442 Announcements
- 4.6K Ideas & Feature Requests
- 140 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 450 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 306 Events
- 34 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!