Assign People then Notify/Update Req

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Linda Sears
Linda Sears ✭✭
edited 07/20/22 in Smartsheet Basics

My sheet gathers info from a form. Based on the criteria or checkboxes it assigns people to roles. Then it is supposed to notify several of those people and send update requests to some others.

I want to use "on triggered" notifications and update requests so I can customize the subject & messages with placeholders.

It seems like the Assign People workflows are not faster than the notify/update workflows - they can't trigger because they don't have targets yet.

Edit: the update requests go to one person (or group) and I can trigger that when the name gets filled. The notifications are more complicated, the same notification goes to multiple roles and it varies so I can't just check to see if they all have names.

Does anyone have a workaround for that?

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Answers

  • Heather_Verde
    Heather_Verde ✭✭✭✭✭
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    Can you also trigger the update requests when the Assigned To field changes to not blank? Or find some way to tie the Assigned To field to the notify trigger if the assignment needs to be done prior to the update notification?