Automation: To use multiple condition paths to automate multiple Columns

Tamal Dey · 07/05/24

1. I have created an automation workflow with multiple condition paths.
2. Each condition path is to identify the certain key words in the respective contact a columns mentioned in it.
3. As an action replace the contact containing the key words by 'Action: assign a Contact'

Lisa B 2022 · 07/05/24

@Tamal Dey How have you done that?

Tamal Dey · 07/05/24

Hi @Lisa B 2022 ,
This doesn't work as you expect it to be, to be honest. In Smartsheet, an automation works best if the actions are affecting a single column. But sometimes I see changes in the other columns as well.

Anyhow, I feel this could be a bug, because when I reached out to support for enquiring why other columns are not impacting in a similar frequency as the one mentioned in the 1st conditioned. They asked me to create separate automation for separate columns.

Lisa B 2022 · 07/05/24

https://community.smartsheet.com/discussion/comment/443663#Comment_443663

@Tamal Dey thank you.. I cant see where I can add multiple conditions simultaneously?

Tamal Dey · 07/05/24

https://community.smartsheet.com/discussion/comment/443665#Comment_443665

@Lisa B 2022 You want to know how to create multiple conditions simultaneously?

If you click on the "+" icon in blue, you will get the dropdown list containing:

Add a Condition
Add a Condition Path
Add an Action.

If you click on the "condition path", you'll be able to create a number of condition paths. I believe there is a limitation on how many condition paths you can create.

Lisa B 2022 · 07/05/24

https://community.smartsheet.com/discussion/comment/443669#Comment_443669

Oh dear god.. thank you.. i didnt even know this existed!!!!!!

Genevieve P. · 07/08/24

Hey @Tamal Dey

https://community.smartsheet.com/discussion/comment/443663#Comment_443663

Thank you for posting your idea! You're correct that currently automated workflows follow one individual path, and cannot trigger on all condition paths at the same time.

I like to think of it like Dominoes - once the workflow has found a path to go down (one of the conditions is correct), then it flows down that path and cannot come back up to trigger the next one, as it's already down at the bottom. Individual workflows is what I would suggest in this scenario as well.

Cheers,
Genevieve

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Automation: To use multiple condition paths to automate multiple Columns

Idea Submitted · Last Updated 07/05/24

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