I have a bot which is setup to send a "New Submission" email when a "request status" is updated to "Traveler Submitted"
This works fine.
The issue is... when the request is then reviewed and the "approval status" is updated to "Reviewed by Budget Holder"
The bot sends the "New Submission" email and the "Reviewed by Budget Holder" email
I think I can use an IFS statement "maybe" to tell the bot... If the "Approval Status" is not "New" (which is the initial approval status setting) do not send the email otherwise send the email.
Further explanation:
Send email if Approval Status is "New"
Do Not send email if Approval Status is anything other than "New"
I could change the initial Approval Status to " " (Blank)
Then: Do Not send email if Approval Status ISNOTBLANK
Right now I do not have any kind of IFS statement created. I attempted to and drew a blank.(Very frustrated)
So I am writing this post to get unfrustrated...
Can I even use and IFS statement to regulate a bot to send or not send an email?
Solved! Go to Solution.
Yes, you can use a condition in the botโs automation to prevent the email from being sent when the Approval Status is no longer โNew.โ
Solution
In the bot, under the event condition, add a formula in the โOnly if this condition is trueโ option, like this:
[Approval Status] = "New"
This ensures that the email is only sent when Approval Status is exactly โNew.โ
Alternative using ISBLANK (if you decide to leave it empty at the start)
If you change the initial status to empty "", then use:
ISBLANK([Approval Status])
This means the bot will only send the email if the field is blank and wonโt send it once it has any other value.
I appreciate your response... and I was thinking about doing just that... But, I just figured out a IFS statement that worked...
IFS(AND([Expense Status]="Traveler Submitted",[Approval Status]="New"),TRUE,TRUE,FALSE)=TRUE
Yes, you can use a condition in the botโs automation to prevent the email from being sent when the Approval Status is no longer โNew.โ
Solution
In the bot, under the event condition, add a formula in the โOnly if this condition is trueโ option, like this:
[Approval Status] = "New"
This ensures that the email is only sent when Approval Status is exactly โNew.โ
Alternative using ISBLANK (if you decide to leave it empty at the start)
If you change the initial status to empty "", then use:
ISBLANK([Approval Status])
This means the bot will only send the email if the field is blank and wonโt send it once it has any other value.
I appreciate your response... and I was thinking about doing just that... But, I just figured out a IFS statement that worked...
IFS(AND([Expense Status]="Traveler Submitted",[Approval Status]="New"),TRUE,TRUE,FALSE)=TRUE
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