Workflow Automation Issue

Sherry Fox

I just started a new sheet, which I imported from Excel. I wanted to have Workflow Automations to change the status and date assigned once I entered the record. The trigger is the Task Title (on both), which is also the primary column. Below are 3 screenshots showing my sheet, and then the 2 Workflows. I have tagged them 1 and 2 to match the sheet for the Status and date columns. After I enter the task (and save, and even refresh), nothing has been added to either column. Did I create these workflows incorrectly?

John Shane

@Sherry Fox

I would try changing your trigger from "When rows are added" to "When rows are added or changed".

Cheers

John

John Shane

@Sherry Fox

I would try changing your trigger from "When rows are added" to "When rows are added or changed".

Cheers

John

Sherry Fox

@John Shane ,

That simple adjustment made it work, thanks so much!!!!!