Workflow OR conditions

Hello,

I am creating a workflow for notification (send out alert to my email address) while I have some questions about setting up the condition. It's a sharing sheet that people need to get into and update some fields.

I have

Column: Type - indicates the employee is a new hire or being terminated.

Column: Date (to be) submitted - needs to be filled out with date when Type='Terms'

Column: Status - needs to be filled out by select in dropdown list when Type='New Hire'

What I need to be notified is, when a date hits (say Monday morning),

Condition 1: when the Type = 'Terms' and 'Date (to be) submitted' is blank

Condition 2: when the Type = 'New Hire' and 'Status' is blank

I need Condition 1 & 2 set up at the same layer; however, I can only use "plus +" which I don't want the condition is set up as meet both condition. It's more like "or".

If I select "or" in the same condition box, all the condition in the same box would turn to become "or", but it's also not what I want.

Does anyone know how to set up to meet my requirement?

Thank you!

Find more posts tagged with

Automations

Workflows in Smartsheet

Email Notifications

Accepted answers

Mark Cronk

Hi,

The automation sequence I gave you should work for you. You don't need to check for both being true because if either is true you want an alert.

Mark

All comments

Mark Cronk

Hi Suz,

To achieve the "or" asd your other criteria to the "otherwise" side. If condition 1 is met it sends the alert. Otherwose, if condition 2 is met it sends the alert.

Work?

Mark

Szu-Yu Chou

Hi Mark,

Thanks for the response!

However, I tried to add condition to Otherwise. It looks like under Otherwise, only "Action" is allowed to be added as criteria. I can't add another condition there. If I was misunderstanding what you said please let me know.

Mark Cronk

Hi Szu,

Add an alert action and then it will give you the option for criteria. You want to place this after the check for criteria 1. So if 1 isn't true then it looks for criteria 2 to be true.

Understand?

Mark

Szu-Yu Chou

Hi Mark,

Is this what you meant?

I don't quite understand since I would like the alert system checking "Terms" & "New Hire" both at the same time. Wouldn't the "Otherwise" make the system check one first and then if the condition is not met, then checking another one?

I appreciate your response!

Mark Cronk

Hi Szu,

I may be misunderstanding what you're trying to accomplish.

You want an alert sent if either condition 1 or 2 is met, right? You want 1 alert sent, so if both are true you don't want 2 alerts.

Condition 1: when the Type = 'Terms' and 'Date (to be) submitted' is blank

Condition 2: when the Type = 'New Hire' and 'Status' is blank

The first condition criteria would be for condition 1. The otherwise would be the check for condition 2.

Please help me understand.

Mark

Szu-Yu Chou

Hi Mark,

I am a bit of confused...

I would like to check both condition. If any of the condition met, I need notification.

Say,

Condition 1 met, Condition 2 does not --> sent notification

Condition 2 met, Condition 1 does not --> sent notification

Both met --> Sent notification

Both not --> No action

Does it make sense?

Mark Cronk

Hi,

The automation sequence I gave you should work for you. You don't need to check for both being true because if either is true you want an alert.

Mark

Szu-Yu Chou

Hi Mark,

This works perfect. Thank you!

Mark Cronk

Thank you for contributing to the community.

Mark

Sign in to join the conversation!

Quick Links

Component react.discussion.discussions had an error.

ref must be one of: categoryID, siteSectionID, category, category/categoryID, category/name, category/description, category/url, category/allowedDiscussionTypes, locale, siteSection, siteSection/basePath, siteSection/contentLocale, siteSection/sectionGroup, siteSection/sectionID, siteSection/name, siteSection/description, siteSection/apps, siteSection/attributes, layoutViewType, discussionID, commentID, page, sort, discussion, discussion/name, tags, breadcrumbs, discussionApiParams, serverDraftID, serverDraft.