Workflow Automation Separate Conditions w/ alerts

Jermaine Johnson
edited 12/22/21 in Smartsheet Basics

Hi,

I am trying to figure out how to create one workflow where based on the dropdown value selected, it would send the appropriate alert.

Example

Stakeholder decision (Options - Approved, Denied, Deferred)

If you select one of the three options within the dropdown, it was alert users with the appropriate email communication (Congrats, approved, etc)



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Answers

  • Purnima Gore
    Purnima Gore ✭✭✭✭✭✭

    Hi

    Rather than three separate workflows you could do it this way.

    Create a v-lookup for the message that goes with the message for each outcome. Remember you can have whatever you want in each on.


    Then use this to populate the message field on the main sheet

    Then set up a notification that pulls in the options and the message into the notification

    This example only has a simple message but you could make the message as long as you wanted .

    This means no need for conditions or having to choose what the filter is. Just use the information to create the text.

    Let me know if that helps.

    Kind regards

    Purnima

    Purnima Gore

    Cierr Limited

    Your Time is Important, you want to Stay on Track, We can help you use the Right Tools

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  • Purnima Gore
    Purnima Gore ✭✭✭✭✭✭

    Hi @Jermaine Johnson


    Did that work?

    Thanks

    Purnima

    Purnima Gore

    Cierr Limited

    Your Time is Important, you want to Stay on Track, We can help you use the Right Tools

    https://www.cierr.com