Update Request Help

Andrea Whittaker

I am trying to figure out a way to send out batch update requests to a large number of people within my organization. I had seen a workaround of adding a checkbox that when checked it would trigger an automation, so I have been trying to test it out on a sheet that I have been using for just my own tracking purposes before I try it on the actual sheet. Basically what I am trying to achieve is when the checkbox is checked, it sends an update request to the contact in a particular column.

For some reason, the automation is not working and I am just trying to send it to myself. I have tried: duplicating the automation, disabling/enabling, changing the check box to a dropdown, changing the trigger to when rows are changed/added, exiting the sheet after enabling the automation and then coming back to check the box, and the permission settings (which shouldn't be an issue since I am just trying to send to myself). Can someone look at the automation screenshot below and let me know what I might be doing wrong? Thanks in advance for your help!

Andrée Starå

@Andrea Whittaker

You're more than welcome!

It's resolved, so it should be working again.

Does it work for you now?

Andrée Starå

Hi @Andrea Whittaker

First, make sure that you have allowed yourself to receive notifications properly in your Personal Settings (circle/profile in the upper right corner) and secondly check the Permission setting for the Automations. (cog in the top right corner in the Automation overview)

Also, there is an issue at the moment so everything is delayed.

Did that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrea Whittaker

Hi @Andrée Starå and thanks so much for your speedy response! I did check both of those settings and they were already set up as you described. Do we know when the issue should be resolved?

Thanks!

Andrea

Andrée Starå

@Andrea Whittaker

You're more than welcome!

It's resolved, so it should be working again.

Does it work for you now?

Andrea Whittaker

@Andrée Starå Yes, it seems to be working now! Thank you so much for the help!

Andrée Starå

@Andrea Whittaker

Excellent!

Happy to help!