I have a workflow set up to send an email to USEREMAIL when the contents of a field match the conditions of โSimple Estimateโ or โDetailed Proposalโ. There is an action then that looks for the contents โSimple Estimateโ or โDetailed Proposalโ and changes the contents to โSentโ. This used to work fine, but just stopped working about a month ago.
I โpatchedโ it by adding double quotes to the criteria in the workflow "โSimple Estimateโ or โโDetailed Proposalโโ but now it when either โSimple Estimateโ or โDetailed Proposalโ is selected it sends two emails to USEREMAIL. One has the estimate and one has the proposal. Any ideas? Itโs really plugging up our Inboxes by sending both emails. And its confusing.
Thanks in advance.
Have you looked at the Audit History as described here https://help.appsheet.com/behavior/workflow-sending-email/troubleshooting-workflow-emails
It is very likely that you can figure out what is happening by looking at the Audit History.
Yes, it shows that the workflow was successful. In a sense it is. It is sending the email, but it is not following the criteria. The workflow completes successfully, but it should stop when it doesnโt match the criteria. I will review the info you sent me though and see if that has something I havenโt seen.
When I click on Test I get this from the โTrueโ condition.
*Condition": โ=AND(ISNOTBLANK([Email Address (Marketing)]),ISNOTBLANK([Notes (Displays on Prospect Estimate/Proposal)]),[Email Prospect]=โโSimple Estimateโ")",
- โMatchesConditionโ: โTrueโ
Iโm not sure why Iโm seeing the backslashes in "โSimple Estimateโ. I donโt remember seeing them before. Could that be throwing something off?
I can investigate if you provide:
The quotes in the expression look suspicious. If you look closely you see both โcurley quotesโ and โstrait quotesโ. I am not sure what your intention is.
Got it figured out with Gilโs help. Thanks.
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