How can I make an Second update request TRIGGER a workflow?

Pascale · 06/16/23

Hello Everyone,

I have a multiple approval process which goes from Approver 1 then to Approver 2, and then to Approver 3.

The Approval process works okay for all the approvers. The decline process for Approver 1 works okay (When Approver 1 declines the request, an update request is sent to the requestor to make changes. based on the changes made, the workflow is triggered and a request for approval is resent to approver 1)

The decline process for Approver 2 is where I am having a challenge (When Approver 2 declines the request, an update request is sent to the requestor to make changes. Unfortunately, the workflow is not triggered on the second update request).

What can I do for Update Request 2 (As shown on the image) to trigger Request for Approval 2?

I have images of how the workflow looks like and how the trigger looks like.

Regards,

Pascale

Razetto · 06/16/23

@Pascale I would recommend limiting the trigger to one or two things and then taking advantage of the conditionals to cover the rest.

Pascale · 06/20/23

@Razetto Thank you for your feedback. Even if I limit my trigger, I still won't have a way to make the second update request affect the trigger.

jmyzk_cloudsmart_jp · 06/21/23

Hi @Pascale

I tried the following steps, and they worked;

Add a new column called APV Status.
IF "Request an Approval 2"'s response is Decline, change the value to RQST2 DCL with the Change Cell Value action.
When the Requestor changes the row and the Workflow is triggered, check the value of APV Status to trigger Request an Approval 2 instead of Request an Approval 1 if RQST2 DCL.
In another workflow, if the APV Status changes to RQST2 DCL, make an Update Request to the Requester.

Please take a look at the workflow image in the following URL.

https://drive.google.com/file/d/1BQQ4_f29k-JC8YLiLRG-fc0PTDqWhdoY/view?usp=sharing

https://app.smartsheet.com/b/publish?EQBCT=91810f9787974a2d8178724b0c227912

Pascale · 06/21/23

Hi @jmyzk_cloudsmart_jp ,

Thank you so much for your feedback. I have gone through the image you have shared. I have a question for you.

Please explain to me this part When the Requestor changes the row and the Workflow is triggered, check the value of APV Status to trigger Request an Approval 2 instead of Request an Approval 1 if RQST2 DCL.

Does this mean, when APV Status is RQST2, the workflow will skip the First Approval Request and automatically jump to the second one?

Pascale.

jmyzk_cloudsmart_jp · 06/21/23

Yes, @Pascale

When APV Status is RQST2 DCL, the workflow will skip the First Approval Request and automatically jump to the second one.

In the workflow, the logic structure is;

Where APV Status is not one of REQSTQ DCS,

Request an approval (APVR1),

otherwise,

Request an approval (APVR2).

a TRIGGER for a second update request if declined workflow 1 magnifed.png

Pascale · 06/30/23

Hi @jmyzk_cloudsmart_jp ,

Thanks so much for your clarification. You have been a great help. The APV Status column was very helpful, I loved this hint. The creation of another workflow was a great hint as well.

I have implemented my workflow differently from yours but your assistance has been instrumental

Kind Regards,

Pascale

jmyzk_cloudsmart_jp · 06/30/23

Happy to help!

How can I make an Second update request TRIGGER a workflow?

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