Approval Workflow Issues

Sarah_Ko

Hi All,

I'm having issues with my approval automation, I can get the approval portion to work but the follow up actions/conditions aren't coming through.

I have two conditions that I need to get forwarded on, the lines to include vary per condition. Once the forwarded alert happens, I need it to record the date the information was forwarded.

I'm currently listed as the person to alert to make sure it's working, but I'm finding's that once approved is clicked, it records the date but the 'Alert' I have set up to send after Approved never comes to my inbox. I can't tell if it's a Smartsheet issue or if I have something set up incorrectly.

Screen shots below of the current process after Approved is selected (the approval portion I'm not having an issue with):

Thanks!

Genevieve P.

Hi @Sarah_Ko

Since the "Record a Date" works, which is the final action, this leads me to believe that the rest of your workflow is actually running and is set up properly. However, since you're the person testing the workflow, is it possible that your personal notification settings are what's blocking the email from coming through?

Click on your Account > Personal Settings... > Notifications

Check to ensure that the box at the bottom of this window that says "Include my changes in Sheet Notifications" is checked:

Let me know if this was the issue!

Cheers,

Genevieve

Sarah_Ko

Hi Genevieve,

It was! Thank you, I didn't realize that setting existed. So helpful!

Genevieve P.

No problem at all! I'm glad it's working for you now. 🙂