Automation Workflow Not Consistently Working

trb9b

Hi! I set up an automation workflow on a form I created in Smartsheet. I have tested it twice; with one group it worked and each person received the email notification to approve or deny, however, the other group no email notifications were received to take action. I did not update the workflow between test groups and the activity log looks the same for each group. Would anyone have any insight on why this was not successful with both test groups? Thanks!

Ella

@trb9b check the settings on your notifications (automation permissions). If they are restricted that may be the reason one of the groups is not not getting them.

TLovern

Thanks! I checked this morning and unrestricted is selected in the automation permissions.

Toufong Vang

With premissions resolved, it could be that the automation is not triggering or the criteria are not being met. To test whether or not the trigger and criteria are configured correctly, configure the action to update "Change cell value".

Genevieve P.

Hi @TLovern

Did the second group of users receive the alert from within the Smartsheet application? If you're not sure, ask them to log in to Smartsheet (making sure they set a password for their account) and check the bell icon.

If the alert shows there, the first thing I would do is ask them to check their Junk mail (see: Issue: Email Not Received from Smartsheet)

Cheers!

Genevieve

TLovern

Thank you both!! I will try both suggestions.