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I am trying to chain Actions to automate an approval process.

I have column called "Process" that has the following Dropdown values:

  • School AD Review
  • School AD Approved
  • District AD Review
  • District AD Approved
  • District Finance Review
  • Approved
  • Denied

I want to use the changes in this the "Process" cell value to trigger Actions. All of the following actions change the value of the "Process" cell

First Action:

  • Action Trigger: New row
  • Submit Status:  "School AD Review"
  • Approved Status: "School AD Approved"
  • Decline Status: "Denied"

Second Action:

  • Action Trigger:  "School AD Approved"
  • Submit Status:  "District AD Review"
  • Approved Status: "District AD Approved"
  • Decline Status: "Denied"

Third Action:

  • Action Trigger:  "District AD Approved"
  • Submit Status:  "District Finance Review"
  • Approved Status: "Approved"
  • Decline Status: "Denied"

I get the first Action to work and send out the approval request email, but I can't get the next approval steps to work. It seems that when an action changes the value of a cell, it does not trigger any additional actions that should result based on the change.

Any suggestions? (I tried to summarize the Action screen configuration with my text above, I can upload some screen shots if it is helpful)

Thanks

 

Comments

Hi,

It should work! 

I've set up these kinds of workflows for many clients.

I'd be happy to take a look.

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, [email protected])

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

In reply to by Andrée Starå

Thanks for the feedback.

Between your confirmation that this should work, and a night to sleep on it, I looked over my setup and discovered that I had configured the Actions to be triggered when "Row is Added". They should have been when "Row is Changed"

It works now.