Can you have two different workflows based on the same trigger?
I have the following automations set up based on when the Complete checkbox is checked for a row.
When the "Complete" box is checked:
- Send alert to requester letting them know if was complete
- Move row to archive sheet
It moves the row to the archive sheet but does not send the email notification to the requester. Can they not be based on the same box? Do I need to have a separate checkbox to align with the requester alert?
I thought the order of when the workflows occur might be based on the order they were created, so I created and saved the email alert first, so that it would send the email before moving to the archive but that did not work either.
Thank you for your help!
Kendra
Answers
-
You can have two workflows based on the same trigger, but it appears as if the Move row is triggering first.
I would suggest inserting a date type column.
Then you can set your email workflow to send on the checkbox.
Set a workflow to enter the date in the date type column when the box is checked.
Adjust your move row to move based on this date type column being in the past.
This way the email and date will trigger right away, but then first thing tomorrow morning is when the move row will trigger. That ensures the row is definitely there to trigger the email
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
-
Thank you very much Paul! This will work.
-
Happy to help. 👍️
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63K Get Help
- 380 Global Discussions
- 212 Industry Talk
- 442 Announcements
- 4.6K Ideas & Feature Requests
- 140 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 305 Events
- 34 Webinars
- 7.3K Forum Archives