Automation Workflow not following trigger specified
Hi
I have a sheet set up to track an award process for employees. Overview of process is:
Employee complete nomination form set up in smartsheet
Approval request triggered to Line Manager, (if approval is not completed a 10 day chaser is sent) example of chaser automation which works:
Once Line Manager has approved an automation is triggered to the P&L approver to submit their approval
I am having issues setting up similar automations for P&L approval chasers at 10 days. I have attempted to set up in the same way but the issue is that once Line Manager submits approval this seems to be triggering the usual P&L as well as the 10 day chaser even though the trigger has not occurred to set this automation off -( star in 1st P&L chaser is not starred in sheet)
Anyone know what i am doing wrong here?
Answers
-
What does the 1st P&L approval process automation look like? How about the automation that changes the P&L 1 Chaser field to Starred?
Regards,
Jeff Reisman
Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages
If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!
-
Hi Jeff
Thanks for your response.
This is the automation for 1st P&L Chaser :
There is no automation to change the field to starred, this is a formula i have used which appears to be working.
Formula: =IF(AND([Line Manager Status]@row = "Approve", [Line Manager Approval Date]@row < TODAY(-10), [P&L Approval Response]@row = ""), 1, "")
The formula is working and changes the field to be starred however the automation (as pictured above) is sending the P&L chaser as soon as Line Manager approves rather than when the P&L chaser is not starred - as per automation?
-
Apologies, i misread your note.
The first update request that goes to P&L approver is:
The P&L approver should only get the 1st chaser if it has been 10 days since receiving the above message.
-
@GeorgiaL Sorry for the delay in responding, I missed the notification.
You've got a lot of moving parts there, hard to track down what might cause the chaser to be sent right away.
Here's something to try:
Add a helper date-type column called "ChaserDate," with formula
=[Line Manager Approval Date]@row + 10
which sets the date for the chaser request to be sent (10 days after Line Manager Approval Date.)Change your P&L Chaser update request automation trigger to be time based:
Run once on ChaserDate, with a condition that [P&L Approval Response]@row is blank.
See how that goes.
Regards,
Jeff Reisman
Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages
If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!
-
My automation is doing the same thing. It's sending daily reminders even though the conditions are not met. I tried modifying the conditions, and it's doing the same thing.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.1K Get Help
- 351 Global Discussions
- 198 Industry Talk
- 427 Announcements
- 4.4K Ideas & Feature Requests
- 135 Brandfolder
- 127 Just for fun
- 128 Community Job Board
- 443 Show & Tell
- 28 Member Spotlight
- 1 SmartStories
- 284 Events
- 36 Webinars
- 7.3K Forum Archives