I set up an automation that isn't working when triggered

In my Smartsheet I have an Install date column. I'm using this to schedule software installations and the dates may change.

I set up the following automation and I tested it using fake store information, but real dates and so far it's not triggering the automation. If I change the date in the Install column to another date myself and another person should get an email when it changes. I haven't received an email once. What can I do to fix this? I really need this to work so I don't have to babysit the sheet every day.

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Sameer Karkhanis

Few things to verify and confirm:

Is Install Date column defined as a "Date" type? If not, please change it to Date type
In the automation workflow is the specified person receiving the email? (You have mentioned that you are not receiving email, which is by design, as you have specified someone else to receive the email)
You can add yourself in the list of people to receive notification and see if you get one.
I am also assuming you are saving the sheet after date change as the automation triggers only upon saving the sheet.
Make sure you that recipient is also checking the junk folder in case the emails are getting delivered in that folder

BethWork

@Sameer Karkhanis Thanks for replying. I answered the questions below. I've set it up correctly from what I can tell, but I'm still not getting it. Any other suggestions?

Yes, it is set to a "date" column.
I specific myself and one other recipient. Still did not receive the email
This did not work
Yes
It's not going to the junk folder

Sameer Karkhanis

Thanks for the confirmations.

Its interesting as I just setup a workflow on my side for similar trigger and it worked. May be you can create a new automation and disable your original one and see if that works. You can just add yourself in the new workflow for test purpose.

Andrée Starå

Hi @BethWork

I hope you're well and safe!

To add to Sameer's excellent advice/answer.

Ensure that you've checked the Sheet Change Notification Settings box to Include my changes in sheet notifications in your Personal Settings (circle/profile in the lower-left corner).

Did 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!

BethWork

@Andrée Starå I checked that setting and it was already checked and I still didn't get an email.

@Sameer Karkhanis I did deactivate the automation and try again. I then created a new automation and still didn't receive an email.

I did, however, notice that I'm getting the notification in the notification tab in Smartsheets. Which isn't helpful as it should also be sending an email.

Sameer Karkhanis

Are you receiving any other emails from Smartsheets (Including these community forum updates)?

You can try to force a notification by sending a row update notification to yourself and see if you do get the email.

If you do receive emails for above cases then you can at least rule out the possibility of your company email system blocking emails from Smartsheet.

BethWork

@Sameer Karkhanis

Yes, I'm receiving other Smartsheet notifications including the forum updates. The way I've been testing is to try to force the row notification to myself. The other automations I have set up are working on that sheet, but that one in particular is not.

BethWork

@Sameer Karkhanis I also just created this same automation on an entirely different sheet and still did not get the email in my inbox.

Sameer Karkhanis

Hmm.. running out of ideas. May be you can create an automation on some different field (other than this date) and/or some other combinations and see if you still have issues with email notifications.

You may have to contact Smartsheet support as the last resort.

BethWork

@Sameer Karkhanis Good point. I'll try that and see if it has something to do that that particular column.

I did noticed at the bottom of the Smartsheet notifications (the ones on the left hand column in smartsheets), when I clicked on the update notification for that sheet it was originally excluding updates made by me. However, I clicked that link, change a date in my sheet, saved, and didn't receive one.

BethWork

@Sameer Karkhanis I figured it out! There was a box unchecked in personal settings that send email alerts.

Sameer Karkhanis

Glad you figured out!

Andrée Starå

@BethWork

Glad you got it working!

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