Automated Alert to Someone Based on Parent Info only - not children

Hello - I need help creating an automated notification. I want someone to be notified when a project status = Complete. I created an automation that works, except I only want it to work in the PARENT rows, not any of the CHILDREN rows.

I can't figure it out.

Thank you!

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Alicia Penner

    I hope you're well and safe!

    You would need to add a condition that is only in the parent rows or add a so-called helper column that indicates what rows are parents.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!