Automation for Request Update not working

Andy.Mott
Andy.Mott ✭✭✭✭✭✭
edited 12/09/19 inSmartsheet Basics

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?

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Comments

  • Andrée Starå
    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])

    有一个很好的一天!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    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.

  • Andy.Mott
    Andy.Mott ✭✭✭✭✭✭

    Hi Andree,

    I have sent you a share request for my sheet. Can you let me know you have received this?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    I have received it, and I will take a look and get back to you!

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    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
    Andrée Starå ✭✭✭✭✭✭

    Glad we got it working!

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    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.

  • Katie Williams
    Katie Williams ✭✭✭✭✭✭

    Out of curiosity, was it the automation permissions?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Katie,

    No, it wasn't. I was the structure of the Automation rule.

    有一个很好的一天!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    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
    Andrée Starå ✭✭✭✭✭✭

    Do you have any issues with automation? Let me know if I can help!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    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.

  • Paul.Koetke
    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

    2019-08-16_1311.png

  • Andrée Starå
    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

    https://workbold.com/

    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.

  • Meghan M
    Meghan M ✭

    What if you add a condition and it doesn't work, but it works without a condition?

    Thanks!

Categories

Hi @rtrosper<\/a> <\/p>

I hope you're well and safe!<\/p>

Unfortunately, you can't. You'll have to do it one by one, either moving them around in the Workbook or splitting them into different sheets.<\/p>

Would that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-21 22:33:19","updateUser":{"userID":152663,"name":"rtrosper","url":"https:\/\/community.smartsheet.com\/profile\/rtrosper","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!HhFqH5JDl3s!XWcoX85eCjs!dlPh9heeTbQ","dateLastActive":"2022-09-21T22:32:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":[{"tagID":278,"urlcode":"Importing and Exporting","name":"Importing and Exporting"}]},{"discussionID":95655,"type":"question","name":"Form or Report to pull rows that need to be updated","excerpt":"I have a SmartSheet that lists all our Company Contracts, the Contract Owner, Contract Start Date, Contract End Date, etc. I am missing some data and would like the Contract Owner to go to a form and enter their name. They would then be presented with a list of all contracts they are the owner of and be able to update…","categoryID":321,"dateInserted":"2022-09-21T15:14:24+00:00","dateUpdated":null,"dateLastComment":"2022-09-21T19:10:59+00:00","insertUserID":148808,"insertUser":{"userID":148808,"name":"Murph","url":"https:\/\/community.smartsheet.com\/profile\/Murph","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!AsDWX88etRY!mSlW3icVs7o!j2xT-scxqYl","dateLastActive":"2022-09-21T19:11:42+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/pictures\/f4\/d4\/nf4d40b307033e1c1fd4cfe2ab2c10220.jpg","dateLastActive":"2022-09-22T01:08:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":19,"score":null,"hot":3327563723,"url":"https:\/\/community.smartsheet.com\/discussion\/95655\/form-or-report-to-pull-rows-that-need-to-be-updated","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/95655\/form-or-report-to-pull-rows-that-need-to-be-updated","format":"Rich","lastPost":{"discussionID":95655,"commentID":344304,"name":"Re: Form or Report to pull rows that need to be updated","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/344304#Comment_344304","dateInserted":"2022-09-21T19:10:59+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/pictures\/f4\/d4\/nf4d40b307033e1c1fd4cfe2ab2c10220.jpg","dateLastActive":"2022-09-22T01:08:38+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-09-21T19:12:20+00:00","dateAnswered":"2022-09-21T19:10:59+00:00","acceptedAnswers":[{"commentID":344304,"body":"

@Murph<\/a> <\/p>

They don't need access to Smartsheet.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-21 19:12:20","updateUser":{"userID":148808,"name":"Murph","url":"https:\/\/community.smartsheet.com\/profile\/Murph","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!AsDWX88etRY!mSlW3icVs7o!j2xT-scxqYl","dateLastActive":"2022-09-21T19:11:42+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":[]},{"discussionID":95661,"type":"question","name":"sheet count?","excerpt":"Is there a way to get a total of the number of sheets currently in an account?","categoryID":321,"dateInserted":"2022-09-21T15:40:16+00:00","dateUpdated":null,"dateLastComment":"2022-09-21T15:47:09+00:00","insertUserID":152598,"insertUser":{"userID":152598,"name":"Ray of Hope","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20of%20Hope","photoUrl":"https:\/\/lh3.googleusercontent.com\/a-\/AFdZucpYTh27kmYr-r81E4OkPmSJZFfQThpkGun7LJSz=s96-c","dateLastActive":"2022-09-21T15:50:27+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/pictures\/f4\/d4\/nf4d40b307033e1c1fd4cfe2ab2c10220.jpg","dateLastActive":"2022-09-22T01:08:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":16,"score":null,"hot":3327550645,"url":"https:\/\/community.smartsheet.com\/discussion\/95661\/sheet-count","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/95661\/sheet-count","format":"Rich","tagIDs":[219],"lastPost":{"discussionID":95661,"commentID":344253,"name":"Re: sheet count?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/344253#Comment_344253","dateInserted":"2022-09-21T15:47:09+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/pictures\/f4\/d4\/nf4d40b307033e1c1fd4cfe2ab2c10220.jpg","dateLastActive":"2022-09-22T01:08:38+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-09-21T15:51:54+00:00","dateAnswered":"2022-09-21T15:47:09+00:00","acceptedAnswers":[{"commentID":344253,"body":"

Hi @Ray of Hope<\/a> <\/p>

I hope you're well and safe!<\/p>

You can see all sheets you own in the Account Administration >> Plan & Billing Info<\/p>

Would that help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-21 15:51:54","updateUser":{"userID":152598,"name":"Ray of Hope","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20of%20Hope","photoUrl":"https:\/\/lh3.googleusercontent.com\/a-\/AFdZucpYTh27kmYr-r81E4OkPmSJZFfQThpkGun7LJSz=s96-c","dateLastActive":"2022-09-21T15:50:27+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":[{"tagID":219,"urlcode":"Sheets","name":"Sheets"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">