Question

Hello! I have set up the automation below:

The Column that triggers the automation "SKU Created in NS" is an Index/Match formula.

=INDEX({PO Request Form Range 1}, MATCH(Project@row, {PO Request Form Range 2}, 0))

My automation is not working when the box changes to "checked" based on activity in the other sheet. Is this a limitation in Smartsheet? If so, is there a workaround?

Essentially the task "Enter SKU in NS" is needed to track overall progress towards a product launch, but the task is already triggered in another sheet when a PO is requested. I want to avoid having the owner of the task check that they have created the SKU in NS on 2 different sheets.

Appreciate your help!

Emilio Wright · Accepted Answer

@Hannah Gray Cross Sheet formulas cannot trigger workflows.

https://help.smartsheet.com/articles/2479626-automatically-move-or-copy-rows-between-sheets?_ga=2.126554888.467145114.1649855384-103025186.1639591709#:~:text=To%20prevent%20infinite,or%20recurrence%20workflows.

I understand that this quirk is mentioned in a Move/Copy help article, but essentially changing a cell value is is considered a "change in a sheet".

"To prevent infinite approval loops, cells which contain cross-sheet formulas or cell links won’t trigger an automation that automatically changes the sheet (Move Row, Copy Row, Lock Row, Unlock Row, or Approval Request). To work around this, consider using time-based automation or recurrence workflows."