Automation for Request Update not working
Hello,
I have created a Workflow Automation for when a Customer submits a Warranty Form into our Company. The Workflow has a condition where if one of the fields on a Form is Blank, then it should send back an Update to fill in the Blank Field. I dont want this to be a required entry on a Form for now.
I have snipped the Workflow Automation so you can see what i have built. At present, the updates should be coming back to me as i am testing this out, but i have not seen an Update Request. Also, there isn't an Icon in the Row Action Column
Can someone help to see if i have done anything wrong?
Comments
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Andrée Starå ✭✭✭✭✭✭Hi Andy,
I'd recommend checking your automation permissions and your personal settings > notifications and that "Include my changes in sheet notifications" is checked.
Was that the error?
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Andy.Mott ✭✭✭✭
Hi Andree,
I have sent you a share request for my sheet. Can you let me know you have received this?
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Andrée Starå ✭✭✭✭✭✭
I have received it, and I will take a look and get back to you!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
-
Andrée Starå ✭✭✭✭✭✭
Glad we got it working!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Katie Williams ✭✭✭✭
Out of curiosity, was it the automation permissions?
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Andrée Starå ✭✭✭✭✭✭
Hi Katie,
No, it wasn't. I was the structure of the Automation rule.
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
-
Andrée Starå ✭✭✭✭✭✭
Do you have any issues with automation? Let me know if I can help!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Paul.Koetke ✭✭✭Hi Andrée,
I'm curious what your fix was, I'm running into the same exact issue and can't figure it out.
Thanks,
Paul
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Andrée Starå ✭✭✭✭✭✭
Hi Paul,
If I remember correctly, I added a condition and then it worked, but I tried both methods now, and both worked.
Try making a copy of the Workflow and see if that works.
I'll get back to the post if I think of something else.
Hope that helps!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Meghan M ✭
What if you add a condition and it doesn't work, but it works without a condition?
Thanks!
Categories
Perfect. Thank you so much!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106962,"type":"question","name":"Issue with cross-sheet =INDEX(MATCH()) formulas","excerpt":"I am consistently coming across an error where my cross-sheet referenced =INDEX(MATCH()) formulas are pulling the incorrect information. I am fairly certain my syntax is correct and that this is a bug. This is happening across multiple sheets I have. I have included one example, but note that I have found this to happen…","snippet":"I am consistently coming across an error where my cross-sheet referenced =INDEX(MATCH()) formulas are pulling the incorrect information. I am fairly certain my syntax is correct…","categoryID":321,"dateInserted":"2023-06-27T15:24:54+00:00","dateUpdated":null,"dateLastComment":"2023-06-28T13:34:44+00:00","insertUserID":162821,"insertUser":{"userID":162821,"name":"egardner","title":"IT Project Coordinator","url":"https:\/\/community.smartsheet.com\/profile\/egardner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4VRPFNVQ0MWG\/n8WTXSBZQZI0N.JPG","dateLastActive":"2023-06-28T13:32:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162821,"lastUser":{"userID":162821,"name":"egardner","title":"IT Project Coordinator","url":"https:\/\/community.smartsheet.com\/profile\/egardner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4VRPFNVQ0MWG\/n8WTXSBZQZI0N.JPG","dateLastActive":"2023-06-28T13:32:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":59,"score":null,"hot":3375841778,"url":"https:\/\/community.smartsheet.com\/discussion\/106962\/issue-with-cross-sheet-index-match-formulas","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106962\/issue-with-cross-sheet-index-match-formulas","format":"Rich","lastPost":{"discussionID":106962,"commentID":382828,"name":"Re: Issue with cross-sheet =INDEX(MATCH()) formulas","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382828#Comment_382828","dateInserted":"2023-06-28T13:34:44+00:00","insertUserID":162821,"insertUser":{"userID":162821,"name":"egardner","title":"IT Project Coordinator","url":"https:\/\/community.smartsheet.com\/profile\/egardner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4VRPFNVQ0MWG\/n8WTXSBZQZI0N.JPG","dateLastActive":"2023-06-28T13:32:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/I4UKI5HYCYIO\/formula-png.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Formula.PNG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T13:34:39+00:00","dateAnswered":"2023-06-28T13:01:09+00:00","acceptedAnswers":[{"commentID":382813,"body":"
The problem is with a misplaced parenthesis. That zero at the end is technically part of the INDEX function, but you want it as part of the MATCH function to denote an exact match.<\/p>
<\/p>
You have:<\/p>
INDEX(.........MATCH(...........), 0)<\/strong><\/p> You want:<\/p> INDEX(.........MATCH(..........., 0))<\/strong><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":5421,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
<\/p>
