Automation not Automating!

KatieDi
KatieDi ✭✭
inFormulas and Functions

Hello.

I'm using the Smartsheet Individual Productivity Hub template and I can't get the Completed Tasks automated workflow to work.

I've checked the automation and the condition is set that if the status is changed to complete, the action is to move the rows to another sheet. The destination sheet has been set.

But, when I change an action to complete, nothing happens. If I got and manually run the workflow, it moves all rows.

What am I missing?!

image.png

Thanks in advance.

Katie

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Best Answer

  • Itai
    Itai ✭✭✭✭✭✭
    Answer ✓

    Hey@KatieDi

    You have to set a condition so only the rows with the Status complete will move to the next sheet.

    At the moment, because there is no condition, when a row changes to Complete, it will move all rows over to the other sheet.

    Try adding a condition like that, Where Status... has any of... completed.

    This should solve the problem.

    The move rows automation sometimes takes a minute or two so try and save the page, leave and open it again.. usually works for me.

    Hope that helps!

    Itai Perez

    Project Manager | Transformation Department

    Gong cha

    If you found my comment helpful any reaction, Insightful, Awsome etc... would be appreciated

    https://www.linkedin.com/in/itai-perez-740543116/

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Answers

  • Itai
    Itai ✭✭✭✭✭✭
    Answer ✓

    Hey@KatieDi

    You have to set a condition so only the rows with the Status complete will move to the next sheet.

    At the moment, because there is no condition, when a row changes to Complete, it will move all rows over to the other sheet.

    Try adding a condition like that, Where Status... has any of... completed.

    This should solve the problem.

    The move rows automation sometimes takes a minute or two so try and save the page, leave and open it again.. usually works for me.

    Hope that helps!

    Itai Perez

    Project Manager | Transformation Department

    Gong cha

    If you found my comment helpful any reaction, Insightful, Awsome etc... would be appreciated

    https://www.linkedin.com/in/itai-perez-740543116/

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  • KatieDi
    KatieDi ✭✭

    Amazing Itai, thank you.

    That was all it needed and it's now working.

    Thank you for coming back to me so quickly.

    Have a great day.

    Katie

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Hi<\/p>

I believe this formula, entered in the TITLE (Formula) column would work for you:<\/p>

=IF(ISBLANK([INT \/ DOM \/ TEMP \/ NG]@row), \"//www.santa-greenland.com/community/discussion/110008/\", TITLE$1)<\/p>


<\/p>

It creates this:<\/p>

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


<\/p>

You start with an IF<\/p>

For the logical expression you use ISBLANK<\/p>

ISBLANK([INT \/ DOM \/ TEMP \/ NG]@row) is checking that the cell in the column INT \/ DOM \/ TEMP \/ NG is blank<\/p>

If that is true it puts in \"//www.santa-greenland.com/community/discussion/110008/\" (ie nothing)<\/p>

If it is false it puts in the value in the TITLE column, but instead of TITLE@row, it pulls just from row 1 because of the $1<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":112287,"type":"question","name":"Count two columns of a sheet that each match specific criteria","excerpt":"Hello, I am trying to create a count that both matches one of 4 specific project initiatives and shows approved in another column. Example: Lead by Example (One Column) and the Status is \"Approved\" in another column.","snippet":"Hello, I am trying to create a count that both matches one of 4 specific project initiatives and shows approved in another column. Example: Lead by Example (One Column) and the…","categoryID":322,"dateInserted":"2023-10-27T18:08:34+00:00","dateUpdated":null,"dateLastComment":"2023-10-27T20:42:18+00:00","insertUserID":169195,"insertUser":{"userID":169195,"name":"Bob Schweighart","url":"https:\/\/community.smartsheet.com\/profile\/Bob%20Schweighart","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-27T20:41:29+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":169195,"lastUser":{"userID":169195,"name":"Bob Schweighart","url":"https:\/\/community.smartsheet.com\/profile\/Bob%20Schweighart","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-27T20:41:29+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":22,"score":null,"hot":3396870652,"url":"https:\/\/community.smartsheet.com\/discussion\/112287\/count-two-columns-of-a-sheet-that-each-match-specific-criteria","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/112287\/count-two-columns-of-a-sheet-that-each-match-specific-criteria","format":"Rich","lastPost":{"discussionID":112287,"commentID":402120,"name":"Re: Count two columns of a sheet that each match specific criteria","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/402120#Comment_402120","dateInserted":"2023-10-27T20:42:18+00:00","insertUserID":169195,"insertUser":{"userID":169195,"name":"Bob Schweighart","url":"https:\/\/community.smartsheet.com\/profile\/Bob%20Schweighart","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-27T20:41:29+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-27T21:43:37+00:00","dateAnswered":"2023-10-27T20:13:32+00:00","acceptedAnswers":[{"commentID":402113,"body":"

@Bob Schweighart<\/a> you just need the COUNTIFS formula and put those 2 criterion in it. Are they distinct counts for the 4 different projects? If so, that is easier. If you are counting all 4, then you need to decide on an imbedded OR or a NOT.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":112242,"type":"question","name":"Can I use Index\/Match and Left functions in one formula?","excerpt":"Hello, can someone help me with the left function within the index\/match? This is what I tried but it always returns NO MATCH: =INDEX({Master Job SO}, MATCH(LEFT([Job Number]@row,5), {Master Job #}, 0)) I also tried creating a helper column, Job Prefix, using =LEFT([Job Number]@row, 5) and using that result in the SO…","snippet":"Hello, can someone help me with the left function within the index\/match? This is what I tried but it always returns NO MATCH: =INDEX({Master Job SO}, MATCH(LEFT([Job…","categoryID":322,"dateInserted":"2023-10-26T22:39:07+00:00","dateUpdated":null,"dateLastComment":"2023-10-27T17:46:03+00:00","insertUserID":157316,"insertUser":{"userID":157316,"name":"amber.lange","url":"https:\/\/community.smartsheet.com\/profile\/amber.lange","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-27T20:44:40+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":157316,"lastUser":{"userID":157316,"name":"amber.lange","url":"https:\/\/community.smartsheet.com\/profile\/amber.lange","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-27T20:44:40+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":33,"score":null,"hot":3396791110,"url":"https:\/\/community.smartsheet.com\/discussion\/112242\/can-i-use-index-match-and-left-functions-in-one-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/112242\/can-i-use-index-match-and-left-functions-in-one-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":112242,"commentID":402089,"name":"Re: Can I use Index\/Match and Left functions in one formula?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/402089#Comment_402089","dateInserted":"2023-10-27T17:46:03+00:00","insertUserID":157316,"insertUser":{"userID":157316,"name":"amber.lange","url":"https:\/\/community.smartsheet.com\/profile\/amber.lange","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-27T20:44:40+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/RTC0V6MZN24K\/image.png","urlSrcSet":{"10":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=10\/https:\/\/us.v-cdn.net\/6031209\/uploads\/RTC0V6MZN24K\/image.png","300":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=300\/https:\/\/us.v-cdn.net\/6031209\/uploads\/RTC0V6MZN24K\/image.png","800":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=800\/https:\/\/us.v-cdn.net\/6031209\/uploads\/RTC0V6MZN24K\/image.png","1200":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1200\/https:\/\/us.v-cdn.net\/6031209\/uploads\/RTC0V6MZN24K\/image.png","1600":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1600\/https:\/\/us.v-cdn.net\/6031209\/uploads\/RTC0V6MZN24K\/image.png"},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-27T17:46:07+00:00","dateAnswered":"2023-10-27T17:30:20+00:00","acceptedAnswers":[{"commentID":402081,"body":"

There we go. The [SO] column looks like it is being manually populated which is storing the data as numerical data, but the LEFT function outputs text.<\/p>


<\/p>

Insert a column on the reference sheet and use<\/p>

=SO@row + \"//www.santa-greenland.com/community/discussion/110008/\"<\/p>

plus quote quote<\/p>


<\/p>

This will convert all entries into a text string so that data types match. You would then match on this helper column in your INDEX\/MATCH.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":254,"urlcode":"formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&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":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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