Is it possible to stop a flow pulling in a duplicate line item

Hi all,

Hope you are all well!

With the help of this community i have created a form that will automatically identify how a line item and how long it is before being cancelled. This form will then send emails to Project Managers once we are 5 days away from cancellation and then a day away.

Because of this, we are going to run a flow that allows us to automatically add projects to this form once they are placed on hold.

They will then have 90 days to resume before cancellation.

When we run the flow, we have many of the same project come through.

I want to know is there a way to stop this, we have Projects identified with an ID code if that would help, i imagine it could be used.

Thanks and have a nice day.

Dan

Answers

  • David Tutwiler
    David Tutwiler Overachievers Alumni

    I think you'll need a status column somewhere to drive this automation. So something where you automatically change the status to something like On Hold.

    Then in your automation you'll want to check to make sure you're checking for the status to change to On Hold as your trigger. If you make it the condition, you'll copy the row over every time your conditions match and the status is On Hold. If you make it the trigger it will only trigger the first time the status changes to On Hold, preventing the duplications.

    At mention me if you still have questions, but this should get you close.

  • I think you'll need a status column somewhere to drive this automation. So something where you automatically change the status to something like On Hold. <\/p>

    Then in your automation you'll want to check to make sure you're checking for the status to change to On Hold as your trigger. If you make it the condition, you'll copy the row over every time your conditions match and the status is On Hold. If you make it the trigger it will only trigger the first time the status changes to On Hold, preventing the duplications.<\/p>

    At mention me if you still have questions, but this should get you close.<\/p>","bodyRaw":"[{\"insert\":\"I think you'll need a status column somewhere to drive this automation. So something where you automatically change the status to something like On Hold. \\nThen in your automation you'll want to check to make sure you're checking for the status to change to On Hold as your trigger. If you make it the condition, you'll copy the row over every time your conditions match and the status is On Hold. If you make it the trigger it will only trigger the first time the status changes to On Hold, preventing the duplications.\\nAt mention me if you still have questions, but this should get you close.\\n\"}]","format":"rich","dateInserted":"2021-10-11T19:01:42+00:00","insertUser":{"userID":120260,"name":"David Tutwiler","title":"","url":"https:\/\/community.smartsheet.com\/profile\/David%20Tutwiler","photoUrl":"https:\/\/lh3.googleusercontent.com\/a-\/AOh14GiIpuCpV7Zvo9nduJmLt8ULNYObTVazzemdnIiy6w=s96-c","dateLastActive":"2023-07-27T20:33:00+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers Alumni"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":false,"showPostLink":false,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/comment\/307506#Comment_307506","embedType":"quote"}"> https://community.smartsheet.com/discussion/comment/307506#Comment_307506

    Thanks for the comment David,

    unfortunately this does not stop the same line item being brought over as the line item exists multiple times on what we pull from.

    Really unsure what to do in this instance.

    Thanks for the help though!

    Dan

Hi Candace,<\/p>

The answer is YES. You can use \"Send as Attachment\" feature in the File menu of your sheet to setup the schedule for your need. You should be a licensed user to use this feature as well (I remembered that). <\/p>

Hope this works for you.<\/p>

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You would use the below for Jan 2023 and adjust the month and year numbers accordingly for each of the other months.<\/p>

=IF(AND(MONTH([Start Date]@row)<= 1, YEAR([Start Date]@row)<= 2023, MONTH([End Date]@row)>= 1, YEAR([End Date]@row)>= 2023), [$ per month]@row)<\/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":108180,"type":"question","name":"How can I make an approver's view on the message notification field mandatory?","excerpt":"Making it mandatory will not allow approver to approve or decline without acknowledgement. Example creating a column that would say: \"You acknowledged that accounting details have been reviewed?\" Then enters initials. This has to be done prior to clicking approved or decline.","snippet":"Making it mandatory will not allow approver to approve or decline without acknowledgement. Example creating a column that would say: \"You acknowledged that accounting details have…","categoryID":321,"dateInserted":"2023-07-27T14:08:57+00:00","dateUpdated":null,"dateLastComment":"2023-07-27T18:44:32+00:00","insertUserID":157632,"insertUser":{"userID":157632,"name":"Shirley Romero","url":"https:\/\/community.smartsheet.com\/profile\/Shirley%20Romero","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/6RM6Q0PW4X07\/nLP5DK4J5PI9I.jpg","dateLastActive":"2023-07-27T15:36:15+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-28T04:02:46+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":25,"score":null,"hot":3380952209,"url":"https:\/\/community.smartsheet.com\/discussion\/108180\/how-can-i-make-an-approvers-view-on-the-message-notification-field-mandatory","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108180\/how-can-i-make-an-approvers-view-on-the-message-notification-field-mandatory","format":"Rich","tagIDs":[300],"lastPost":{"discussionID":108180,"commentID":387613,"name":"Re: How can I make an approver's view on the message notification field mandatory?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387613#Comment_387613","dateInserted":"2023-07-27T18:44:32+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-28T04:02:46+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-27T15:38:54+00:00","dateAnswered":"2023-07-27T14:43:11+00:00","acceptedAnswers":[{"commentID":387545,"body":"

This cannot be set up through an Approval Automation. At his point you have a few options (each of which has its pros and cons).<\/p>


<\/p>

You can just include a blurb that says that they are acknowledging by submitting within the Approval automation.<\/p>


<\/p>

You can set up an update request automation as a reminder that they need to enter their initials if they submit but didn't the first time.<\/p>


<\/p>

The last option I can think of that would truly make it required is a bit complex but possible. The first step is to create an \"approval sheet\". This sheet will have the same fields in it that you need to send in the approval request and a form created to match.<\/p>


<\/p>

You would then take the base form URL and drop it into a formula on the original sheet that allows you to basically generate a custom form on each row that will have the row data prefilled when someone clicks on the URL in that row. Since you can make form fields required, this will give you the ability to require their acknowledgement prior to them submitting their approval.<\/p>


<\/p>

Send this custom form URL through an alert and instruct the users to click the link to open the approval form.<\/p>


<\/p>

The form entry would populate the \"approval sheet\", but you can use formulas with cross sheet references to pull the appropriate data back over to your original sheet.<\/p>


<\/p>

If that last option sounds like something you would be interested in, fell free to let me know, and I will try to pull together a few links to help you get started building the formula.<\/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":300,"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":4890,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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