Automated Workflow Does Not Always Trigger
Hello All,
We have a form to intake production support requests, and these requests are logged in by Business Area and saved into the source sheet. For a selected business area, I have two workflows to assign primary and secondary analysts. Then, I have separate workflow to send update requests to these assigned individuals. I have attached the sample screenshots for your review.
Even though the requests are being logged successfully, update requests are not always sent to the analysts. What can I do differently to make sure that update requests are sent to the analysts regularly, and the workflow is triggered correctly? The preference is to alert them right away when a new request comes in. Thank you so much for your time and help in advance!
Regards,
Hande Makam
Best Answer
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Try specifying another "or" change for the trigger and have it be when the secondary changes to any value.
Answers
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Your update request is only triggering when both primary and secondary analyst are not blank, but your assignment workflow has both branches assigning to primary analyst.
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Hi Paul,
Thank you so much for your quick reply. I should have done a better job with my screenshots. I have attached the new ones for your review. I use two individual workflows to assign the requests to the primary and secondary analysts by business area. Thank you!
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It could be that the primary is being assigned which meets the trigger requirement but the secondary has not been assigned yet which means the condition is not met. I suggest reworking the trigger on your update request to make sure it will not trigger until after everything has definitely been filled in.
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Thank you, Paul. I think this is where I am stuck. Would you have any specific suggestions for me as to how to rework the trigger? Thank you!
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Try specifying another "or" change for the trigger and have it be when the secondary changes to any value.
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Paul,
I implemented your suggestion, and I will continue to monitor the workflow. Thank you again for your time and help!
Regards,
Hande Makam
