Automation not working (Changing date and status when a task is checked off)

task_by_task_33
task_by_task_33 ✭
edited 10/25/23 inSmartsheet Basics

I would like both automations to be triggered when team members check off a task in the Done Column:

  • The task should be marked as complete in the status column when triggered
  • The current date should be added to the Completion Date column when triggered

Currently, these are set up to run in the sheet and I'm not sure why they aren't working.

Here are screencaps of the sheet and automations to help determine the issue:

Troubleshooting 1.png
Troubleshooting 3.PNG
Troubleshooting 3.PNG

I would ideally love for both of these be included in one automation, if that's not possible two separate automations are okay. Any troubleshooting or suggestions would be appreciated! Thank you very much.

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Hi @JenaW<\/a>,<\/p>

You have the option of using \"Message only\", and then displaying your two fields within the message using double curly brackets like this:<\/p>

The tradeshow named {{Association\/Tradeshow Name}} will be held on {{Tradeshow Date}}.<\/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":112164,"type":"question","name":"Automation not working (Changing date and status when a task is checked off)","excerpt":"I would like both automations to be triggered when team members check off a task in the Done Column: The task should be marked as complete in the status column when triggered The current date should be added to the Completion Date column when triggered Currently, these are set up to run in the sheet and I'm not sure why…","snippet":"I would like both automations to be triggered when team members check off a task in the Done Column: The task should be marked as complete in the status column when triggered The…","categoryID":321,"dateInserted":"2023-10-25T20:18:31+00:00","dateUpdated":"2023-10-25T22:18:48+00:00","dateLastComment":"2023-10-26T14:56:00+00:00","insertUserID":169018,"insertUser":{"userID":169018,"name":"task_by_task_33","title":"Quality Coordinator","url":"https:\/\/community.smartsheet.com\/profile\/task_by_task_33","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-26T14:56:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":166028,"lastUserID":169018,"lastUser":{"userID":169018,"name":"task_by_task_33","title":"Quality Coordinator","url":"https:\/\/community.smartsheet.com\/profile\/task_by_task_33","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-26T14:56:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":23,"score":null,"hot":3396598471,"url":"https:\/\/community.smartsheet.com\/discussion\/112164\/automation-not-working-changing-date-and-status-when-a-task-is-checked-off","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/112164\/automation-not-working-changing-date-and-status-when-a-task-is-checked-off","format":"Rich","tagIDs":[334],"lastPost":{"discussionID":112164,"commentID":401830,"name":"Re: Automation not working (Changing date and status when a task is checked off)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/401830#Comment_401830","dateInserted":"2023-10-26T14:56:00+00:00","insertUserID":169018,"insertUser":{"userID":169018,"name":"task_by_task_33","title":"Quality Coordinator","url":"https:\/\/community.smartsheet.com\/profile\/task_by_task_33","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-26T14:56:14+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/WGNVJVW0BQCM\/troubleshooting-1.png","urlSrcSet":{"10":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=10\/https:\/\/us.v-cdn.net\/6031209\/uploads\/WGNVJVW0BQCM\/troubleshooting-1.png","300":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=300\/https:\/\/us.v-cdn.net\/6031209\/uploads\/WGNVJVW0BQCM\/troubleshooting-1.png","800":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=800\/https:\/\/us.v-cdn.net\/6031209\/uploads\/WGNVJVW0BQCM\/troubleshooting-1.png","1200":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1200\/https:\/\/us.v-cdn.net\/6031209\/uploads\/WGNVJVW0BQCM\/troubleshooting-1.png","1600":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1600\/https:\/\/us.v-cdn.net\/6031209\/uploads\/WGNVJVW0BQCM\/troubleshooting-1.png"},"alt":"Troubleshooting 1.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-26T14:56:12+00:00","dateAnswered":"2023-10-26T09:37:13+00:00","acceptedAnswers":[{"commentID":401773,"body":"

Hi @task_by_task_33<\/a> <\/p>

I hope you're well and safe!<\/p>

Strange! I don't see any issues.<\/p>

I recommend trying to copy the workflows and deactivating the old ones and see if that works.<\/p>

Did that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":112179,"type":"question","name":"Mobile-friendly Email Alerts","excerpt":"Hello! I created an automation that sends an email summary of all rows added throughout the day. I included only relevant columns so it's as streamlined as possible, and it looks great on the web. However, the leaders who will be receiving this summary will primarily be viewing it on mobile. Is there any way to increase…","snippet":"Hello! I created an automation that sends an email summary of all rows added throughout the day. I included only relevant columns so it's as streamlined as possible, and it looks…","categoryID":321,"dateInserted":"2023-10-25T23:04:10+00:00","dateUpdated":null,"dateLastComment":"2023-10-26T09:13:58+00:00","insertUserID":169096,"insertUser":{"userID":169096,"name":"Alyssa Truman","url":"https:\/\/community.smartsheet.com\/profile\/Alyssa%20Truman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-26T16:24:53+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-10-26T13:24:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":20,"score":null,"hot":3396587288,"url":"https:\/\/community.smartsheet.com\/discussion\/112179\/mobile-friendly-email-alerts","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/112179\/mobile-friendly-email-alerts","format":"Rich","tagIDs":[510],"lastPost":{"discussionID":112179,"commentID":401769,"name":"Re: Mobile-friendly Email Alerts","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/401769#Comment_401769","dateInserted":"2023-10-26T09:13:58+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-10-26T13:24:16+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/36I6SBP9LL1Y\/image.png","urlSrcSet":{"10":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=10\/https:\/\/us.v-cdn.net\/6031209\/uploads\/36I6SBP9LL1Y\/image.png","300":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=300\/https:\/\/us.v-cdn.net\/6031209\/uploads\/36I6SBP9LL1Y\/image.png","800":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=800\/https:\/\/us.v-cdn.net\/6031209\/uploads\/36I6SBP9LL1Y\/image.png","1200":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1200\/https:\/\/us.v-cdn.net\/6031209\/uploads\/36I6SBP9LL1Y\/image.png","1600":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1600\/https:\/\/us.v-cdn.net\/6031209\/uploads\/36I6SBP9LL1Y\/image.png"},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-26T16:00:23+00:00","dateAnswered":"2023-10-26T09:13:58+00:00","acceptedAnswers":[{"commentID":401769,"body":"

Hi @Alyssa Truman<\/a> <\/p>

I hope you're well and safe!<\/p>

Unfortunately, it's not possible to change it because it adapts to the screen size, but you can click on it to see it larger, it's an excellent idea to have more options on how it's displayed.<\/p>

Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":510,"urlcode":"email-notifications","name":"Email Notifications"}]}],"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":5200,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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