Automated Workflow --Multiple conditions with And Function--
Hi,
I am trying to create an automated workflow with two conditions and I want those two conditions to be met at the same time, however, I can't seem to switch from "Or" to "And".
Notification Type is alert someone and Trigger mechanism is when rows are added or changed.
Thank you in advance for the support
Best Answer
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Will there be a possibility of only one of the cells being changed without the other?
If you're looking to ensure the Alert only runs when both conditions are met, you'll want to add a Condition Block instead of building it into the trigger. (See: Condition Blocks: Filter What Your Automated Workflows Send)
For example, you can have the Trigger be that the Line 1 PO Status changes to "Submit Receive", then add in a Condition Block to say that the PO status has to be "Dispatched" for the Alert to run.
However keep in mind that if the "Submit Receive" is input, and then the Status is changed 10 minutes later, this wouldn't send anything because it wouldn't have the correct condition at the time of the trigger.
If you know that the PO Status will always be changed after the Line 1 PO Status, you may want to swap this around:
If you're not sure which one will be changed first and there may be a gap between the changes, you could keep the OR in your Trigger, then use the Condition block to add the AND:
Let me know if this helps! If not, it would be useful to know a bit more about your process and how the two cells would be changed.
Cheers,
Genevieve
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Answers
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I hope you're well and safe!
You can move one of the Conditions to a Condition step and keep only one in the Trigger section.
Make sense?
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
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:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Will there be a possibility of only one of the cells being changed without the other?
If you're looking to ensure the Alert only runs when both conditions are met, you'll want to add a Condition Block instead of building it into the trigger. (See: Condition Blocks: Filter What Your Automated Workflows Send)
For example, you can have the Trigger be that the Line 1 PO Status changes to "Submit Receive", then add in a Condition Block to say that the PO status has to be "Dispatched" for the Alert to run.
However keep in mind that if the "Submit Receive" is input, and then the Status is changed 10 minutes later, this wouldn't send anything because it wouldn't have the correct condition at the time of the trigger.
If you know that the PO Status will always be changed after the Line 1 PO Status, you may want to swap this around:
If you're not sure which one will be changed first and there may be a gap between the changes, you could keep the OR in your Trigger, then use the Condition block to add the AND:
Let me know if this helps! If not, it would be useful to know a bit more about your process and how the two cells would be changed.
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now -
Oops, sorry @Andrée Starå! I didn't see you had answered. Glad we had the same idea! 🙂
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now -
No worries! We should have an indicator showing when someone is typing 😉
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Guys,
Thank you both very much, @Genevieve P. the screen shots helped too much, and I think 3rd option should do just fine as I don't know which one changes first.
I will let you guys know if otherwise.
Cheers
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Sounds good! I'm glad we could help 🙂
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now
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