How can automation change a cell value without the appropriate approval workflow trigger being met?

Sara Henderson
Sara Henderson ✭✭✭
edited 06/08/23 inSmartsheet Basics

This one is a doozy and I feel like I must be missing something obvious, so bear with me:

According to the activity log on my sheet, the status of three rows was updated to "04 Shareholder Review" by Smartsheet Automation this morning (6/8/23):

Activity Log.jpg

The problem is that all three rows had already been fully approved and sitting at later statuses already (status are sequential by number). In other words, the automation moved thembackwardin the process and triggered new approval requests that confused the shareholders who had already approved the rows earlier this week.

The only automations I have that change the status to "04 Shareholder Review", are tied to an approval request completed by the managers. In other wordsit should only move to shareholder review status when either Reviewer 1 or Reviewer 2 (if applicable) approves.

Reviewer 1 Approval.jpg
Reviewer 2 Approval.jpg


However, I checked the cell activity for the Reviewer approvals and they were all approved two days ago and triggered the initial move to shareholder review/approval at that time:

Reviewer Approval.jpg
Shareholder approval.jpg


Since the reviewers did not complete new approval requests this morning, how did the row status change?

Tags:

Answers

  • Eric Law
    Eric Law ✭✭✭✭✭

    @Sara HendersonCan you snapshot the "Trigger" of the workflow? It may have to do with that.

  • @Eric Law- Here are the triggers for the Reviewer 1 and Reviewer 2 workflows from my original post:

    Reviewer Trigger.jpg
    Reviewer 2 Trigger.jpg


    I also have two "reminder" approval workflows that are triggered after 3 days of reviewers not approving:

    Reviewer Trigger Reminder.jpg
    Reviewer 2 Trigger Reminder.jpg

    The original approval workflows should not have been triggered because the status had not changed to "03 - Manager Review" or "03 - Secondary Manager Review".

    The reminder workflows should not have been triggered because the conditions were not met at the time:

    1. Reviewer approvals were not "Submitted"
    2. Status wasn't "03 - Manager Review" or "03 - Secondary Manager Review"


    My brain hurts thinking about this

  • Eric Law
    Eric Law ✭✭✭✭✭

    @Sara HendersonMaybe someone did the run now option on the workflow? I have no clue how that could have happened based off of what you have showing. Sorry I couldn't be more helpful.

  • @Eric Law- Thanks for taking a look anyway! It makes me feel a little better that I'm not alone in my confusion.

  • WinaHath
    WinaHath ✭✭✭

    I have the same thing happen. Did not start a workflow by checking the trigger but the column for approval status automatically changed to Revise and Resubmit. I only have a few workflows since I am just beginning to create the workspace so I am so confused.

Yeah. That does sound like it could take awhile. Haha. And if you knew the sheet I'd, you'd be able to just jump to it in SS instead of needing the api.<\/p>


<\/p>

Maybe a product enhancement request to expand the workflow portion of the api to include the sheet id is in order.<\/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":[{"tagID":227,"urlcode":"api-and-developers","name":"API and Developers"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":448,"urlcode":"workflows-in-smartsheet","name":"Workflows in Smartsheet"}]},{"discussionID":109144,"type":"question","name":"Can you automatically rename\/add prefix to a mapped document?","excerpt":"I'm having an issue where I'm regularly automating a mapped document. The input comes in via a form, the service rep makes sure all content is ok, then hits the \"create PDF\" checkbox. A PDF is created and attaches itself to the row. This is great, and gets around the fact you can't just print a nice looking version of the…","snippet":"I'm having an issue where I'm regularly automating a mapped document. The input comes in via a form, the service rep makes sure all content is ok, then hits the \"create PDF\"…","categoryID":321,"dateInserted":"2023-08-18T14:12:34+00:00","dateUpdated":null,"dateLastComment":"2023-08-18T16:30:13+00:00","insertUserID":162047,"insertUser":{"userID":162047,"name":"Nat","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Nat","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/TGR5VC4AXHS3\/nABTHIGSKZB11.jpg","dateLastActive":"2023-08-18T17:09:13+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-18T20:45:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":70,"score":null,"hot":3384748967,"url":"https:\/\/community.smartsheet.com\/discussion\/109144\/can-you-automatically-rename-add-prefix-to-a-mapped-document","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109144\/can-you-automatically-rename-add-prefix-to-a-mapped-document","format":"Rich","tagIDs":[204,334,539],"lastPost":{"discussionID":109144,"commentID":391421,"name":"Re: Can you automatically rename\/add prefix to a mapped document?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391421#Comment_391421","dateInserted":"2023-08-18T16:30:13+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-18T20:45:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-18T14:58:45+00:00","dateAnswered":"2023-08-18T14:34:35+00:00","acceptedAnswers":[{"commentID":391406,"body":"

When you are setting up your mapping, you can drag and drop a field into the \"Output Document Name\" portion at the top of the mapping. You would just need a field that contains the document name (usually generated by a formula).<\/p>


<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


<\/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":[{"tagID":204,"urlcode":"Forms","name":"Forms"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":539,"urlcode":"generate-document","name":"generate document"}]},{"discussionID":109094,"type":"question","name":"Search tool not working","excerpt":"My search tool is not working. I can only search for the full content. EX: if I want to search for a vehicle VIN I only use the last 5 digits instead of the full 17. I do use the * and it still does not work. Was working fine Monday. Yesterday it starting giving me issues. I have logged out and back in and also cleared my…","snippet":"My search tool is not working. I can only search for the full content. EX: if I want to search for a vehicle VIN I only use the last 5 digits instead of the full 17. I do use the…","categoryID":321,"dateInserted":"2023-08-17T14:37:38+00:00","dateUpdated":null,"dateLastComment":"2023-08-18T21:13:35+00:00","insertUserID":165272,"insertUser":{"userID":165272,"name":"Anita Barnett","url":"https:\/\/community.smartsheet.com\/profile\/Anita%20Barnett","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nEfmv--nCTI!mcMkfpPfLLo!9jrYbX_6zpY","dateLastActive":"2023-08-18T21:15:55+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163506,"lastUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":63,"score":null,"hot":3384680473,"url":"https:\/\/community.smartsheet.com\/discussion\/109094\/search-tool-not-working","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109094\/search-tool-not-working","format":"Rich","lastPost":{"discussionID":109094,"commentID":391506,"name":"Re: Search tool not working","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391506#Comment_391506","dateInserted":"2023-08-18T21:13:35+00:00","insertUserID":163506,"insertUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-18T20:41:18+00:00","dateAnswered":"2023-08-18T18:58:07+00:00","acceptedAnswers":[{"commentID":391463,"body":"

@Anita Barnett<\/a> Ok. I understand you are trying to do a wild card search using the search box in Smartsheet. Using a prefix wild card in the search box is no longer supported.<\/p>

\n \n https:\/\/help.smartsheet.com\/articles\/522231-searching-in-smartsheet\n <\/a>\n<\/div>
\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

If your search is in the same sheet, I would recommend highlighting the VIN column and using a ctrl+f to bring up a find box and use that to search for the data.<\/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=321&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":4958,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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