Assign People Automation
I'm using an Assign people automation to fill in contacts for several roles based on criteria or check boxes entered on a form.
Each condition path should add a name to a different cell. It's only adding the first one. If I edit any cell and save, it adds the next one and so on.
Attached screenshot.
What am I missing? Is there a better way? do I need several automations?
Thanks!
~ Linda
Best Answer
-
Hi @Linda Sears
I hope you're well and safe!
The conditional paths stop when something is true. Similar to an IF formula.
I'd recommend creating multiple Workflows instead.
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, Awesome, 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.
Answers
-
Hi @Linda Sears
I hope you're well and safe!
The conditional paths stop when something is true. Similar to an IF formula.
I'd recommend creating multiple Workflows instead.
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, Awesome, 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.
-
Thank you Andrée, I was hoping there'd be a way to check/action all the paths.
Can I follow up... 10 separate assign people workflows seems cumbersome. Maybe it's fine? I'll do it if it's the best way.
I want it to be easy to change the roster, but I only want the updated roster to apply to new rows.
I thought about cross sheet link formulas, using a linked sheet with just the role names and people (some would be multi-contact) but I don't know if that would work. Also, I don't know how to preserve history - old rows should continue to show original people.
-
Happy to help!
Another method could be to use formulas instead and a reference table or similar.
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.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 64.3K Get Help
- 423 Global Discussions
- 221 Industry Talk
- 462 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 144 Just for fun
- 59 Community Job Board
- 463 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 300 Events
- 39 Webinars
- 7.3K Forum Archives