Copy Rows automation won't work automatically with Index function

Adam1234
Adam1234 ✭✭
edited 03/16/23 in Formulas and Functions

Hello,

I have a main Smartsheet where I make all my changes to specific rows (Smartsheet A) and another Smartsheet file that takes certain information based on unique IDs from Smartsheet A (Smartsheet B). Every Smartsheet B has a particular Dashboard unique to its ID and I would like the dashboard to record every time I make a change to a symbol column in Smartsheet A. I use an Index function in Smartsheet B to grab the Smartsheet A symbol. I then have automation in Smartsheet B that would copy rows whenever that symbol has changed. These recorded changes would then be shown on the Smartsheet B dashboards. This all works on paper, however, whenever I change the symbol in Smartsheet A, the Smartsheet B automation only picks up the change if I refresh the Smartsheet B page. Therefore, the difference is not captured and the row is not shown on the dashboard.

I have tried using a workaround "refresher automation" where I lock and unlock the rows at midnight so I wouldn't have to refresh the Smartsheet B file every time there is a symbol change. Unfortunately, this workaround did not work well for me. Please let me know if you have any insight or other workarounds that may just work in my favor. Thank you and have a great day!

Answers

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!