Automated Workflow Does Not Always Trigger

Hande Makam

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

AssignPrimaryAnalyst.png

UpdateRequests.png

Paul Newcome

Try specifying another "or" change for the trigger and have it be when the secondary changes to any value.

Paul Newcome

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.

Hande Makam

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!

AssignPrimaryAnalyst_byBusinessArea.png

AssignSecondaryAnalyst_byBusinessArea.png

Paul Newcome

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.

Hande Makam

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!

Paul Newcome

Try specifying another "or" change for the trigger and have it be when the secondary changes to any value.

Hande Makam

Paul,

I implemented your suggestion, and I will continue to monitor the workflow. Thank you again for your time and help!

Regards,

Hande Makam

Paul Newcome

Happy to help. 👍️