Multiple Triggers within one Automation
Can multiple triggers be set up in the same automation, sort of like an initial trigger and then once the criteria is met another action is performed? I have an automation set up currently as when a value is changed and meets certain conditions an email is sent requesting documentation but it stays on the sheet (doesnt archive). Then there is an otherwise, that if the value is changed and doesnt meet the conditions required for the email it is archived.
What I want to do is once I have received that request I can check off complete is then have that row archive. Is that possible to be done all within the same automation or do I need to make a separate automation to trigger the archive once the completed is checked off?
Answers
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@arose Is the update request asking for documentation to be attached to the row? If so, I can help you build an automation based on that action.
Melissa Boehl
Smartsheet Architect | TurningPoint Energy
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Hi @arose
I hope you're well and safe!
Yes, it can, but I'd recommend separating them because it's easier to update and similar.
I hope that helps!
Be safe and have a fantastic weekend!
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.
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@Melissa Boehl No i'm not trying to have the requested paperwork attach to the row
@Andrée Starå ok thanks for the advise
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Happy to help!
✅Remember! 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.
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@arose then I need to agree with Andree. Create a second automation based on marking the row complete. Order the automations in the order you want them triggered. I always number my automations to keep them organized. So automations would look like this...
01. Alert: Documentation Needed or Archive
02. Move Row: Archive when documentation is marked received
I hope this helps!! Have a great weekend.
Melissa Boehl
Smartsheet Architect | TurningPoint Energy
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@arose please remember to select the best answer to your question. This helps others to find answers to questions that have already been addressed. Thanks!
Melissa Boehl
Smartsheet Architect | TurningPoint Energy
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