Bridge Data Copy on checkbox = True help.

Good morning all!

I've created a Bridge workflow that is supposed to be triggered off of a check box being checked (or flagged as true). This is running off of an expense form I've created.

When I fill out the Expense form, the data I want copied is copied regardless of the check box being flagged or not. Essentially, everything I enter on the form is then copied over to the sheet I set up to receive flagged data.

My bridge trigger is set up to trigger on event type:When Column Values are Changedand pointed at the correct column.

image.png


image.png

Although none of the expenses above were flagged, they were all migrated to the destination sheet.


Is it possible that to set the trigger to react explicitly to a "true" flag?

Could this be happening because the check boxes for the column do not appear in the column until after I submit the form, therefore being seen as a value change from no value to a "false" value?


any input/suggestions/guidance is greatly appreciated!



tyty!

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi@Coen

    Your guess is exactly right! Since the checkboxes don't appear until there's content in the row, Bridge is likely reading the "false" value as achangeand triggering the workflow. The trigger is looking for any change, which could also include colour formatting in the cell.

    What I would personally do here isadd a Get Row moduleas the very first step of the workflow to get the row that triggered the workflow, using the Runtime Event to reference it:

    Screenshot 2023-06-09 at 12.15.24.png


    Then I'dadd aMatchjunctionto see if the value in the checkbox column is "True" or "False", simply stopping the Bridge flow if the box is false.

    Screenshot 2023-06-09 at 12.15.32.png

    Then you can have the rest of your workflow follow on after the "true" side of the Match junction. There may be another way to do this, but this is what I would do!

    I hope it helps,

    Genevieve

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi@Coen

    Your guess is exactly right! Since the checkboxes don't appear until there's content in the row, Bridge is likely reading the "false" value as achangeand triggering the workflow. The trigger is looking for any change, which could also include colour formatting in the cell.

    What I would personally do here isadd a Get Row moduleas the very first step of the workflow to get the row that triggered the workflow, using the Runtime Event to reference it:

    Screenshot 2023-06-09 at 12.15.24.png


    Then I'dadd aMatchjunctionto see if the value in the checkbox column is "True" or "False", simply stopping the Bridge flow if the box is false.

    Screenshot 2023-06-09 at 12.15.32.png

    Then you can have the rest of your workflow follow on after the "true" side of the Match junction. There may be another way to do this, but this is what I would do!

    I hope it helps,

    Genevieve

  • Coen
    Coen ✭✭

    Good morning Genevieve!

    Thank you for the response! I've built out the workflow as detailed above. I'm currently working through my sheets to make sure everything is aligned.

    I'm getting an error on the Add Row:Failed to execute extension module: Failed to parse module params: The column was not found.

    The good news is that I am only getting this error with a check box checked. otherwise the work flow is passing through the "State: Any Other State" module. So, progress!

    Thanks again!

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@Coen

    Can you clarify where you have an Add Row Module, is this after the junction on the left (the "true" side)? Would you be able to post a screen capture of the module open with the parameters showing (but please block out sensitive data).

    Thanks,

    Genevieve

  • Coen
    Coen ✭✭

    Hi Genevieve!

    I had deleted the content of my Add Row module last night before leaving work. My intent was to start with fresh eyes on the module.

    Inorder to get you a screen grab I needed to populate the module and when I did it worked! I'm still going to offer the requested information in the event this helps someone else.

    image.png

    Here is the module:

    image.png


    Thanks again for your help!!

  • Genevieve P.
    Genevieve P. Employee Admin

    Awesome! I'm glad it worked for you

@firestorm<\/a> <\/p>

Yes, unfortunately, (if I'm not mistaken) a license is needed to be able to edit a Dashboard. <\/p>

The sheet Owner and Admins can add or edit dashboard widgets. A license is required.<\/em><\/p>

More info. <\/p>

\n \n https:\/\/help.smartsheet.com\/articles\/518558-widget-types-for-smartsheet-dashboards\n <\/a>\n<\/div>


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Apply a filter to the sheet and then you can select that filter in the Dynamic View.<\/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":[]},{"discussionID":106269,"type":"question","name":"Organizing Smartsheets into folders - Impact to DVs and WorkApps","excerpt":"Hello, I'm trying to organize the workspace listing in Smartsheet. If I create folders and move sheets into different folders, will that mess anything up for the Dynamic Views and WorkApp? Thanks, Frank","categoryID":321,"dateInserted":"2023-06-09T14:20:40+00:00","dateUpdated":null,"dateLastComment":"2023-06-09T15:35:26+00:00","insertUserID":158554,"insertUser":{"userID":158554,"name":"Frank B.","url":"https:\/\/community.smartsheet.com\/profile\/Frank%20B.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3HVYSSRAF5R9\/n9CDGKLAHBDUI.png","dateLastActive":"2023-06-09T15:34:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":116407,"lastUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-11T21:53:40+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":30,"score":null,"hot":3372645966,"url":"https:\/\/community.smartsheet.com\/discussion\/106269\/organizing-smartsheets-into-folders-impact-to-dvs-and-workapps","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106269\/organizing-smartsheets-into-folders-impact-to-dvs-and-workapps","format":"Rich","tagIDs":[371,443],"lastPost":{"discussionID":106269,"commentID":379859,"name":"Re: Organizing Smartsheets into folders - Impact to DVs and WorkApps","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379859#Comment_379859","dateInserted":"2023-06-09T15:35:26+00:00","insertUserID":116407,"insertUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-11T21:53:40+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":"2023-06-09T15:36:14+00:00","dateAnswered":"2023-06-09T15:35:26+00:00","acceptedAnswers":[{"commentID":379859,"body":"

@Frank B.<\/a> If the folders are in the same Workspace that the sheets currently reside, there will for sure be no impact.<\/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":371,"urlcode":"WorkApps","name":"WorkApps"},{"tagID":443,"urlcode":"dynamic-view","name":"Dynamic View"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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