Automation workflow not triggered when changing columns in sheet

Dear smart Smartsheet users, I have a question regarding an automation flow that does not work.
Β I have a sheet called βsubmit timesheetsβ containing the following 4 columns. ID, Employee email, Calendar Year, Month. I created a form where users could indicate which timesheet they would like to submit.
Β I also have a sheet called βtimesheet detailsβ. The important columns are βstatusβ and βsubmitβ. The submit column is a checkbox.
Β When the timesheets for a month are created the value of the status column is set to βcreatedβ. A user will then validate the records in the sheet and make the necessary adjustments.Β Once they are ready they will then submit the timesheet via the βsubmit timesheetβ form.
Β Once the submission is performed the βSubmitβ column in βtimesheet detailsβ sheet will become TRUE if the record in the sheet has a βcreatedβ status, and the employee email, calendar year, and month are equal to the last record in the βsubmit timesheetβ sheet. This all works great, no problem thanks to other articles I read on the forum.
Β I then have an automation workflow that should update the status field in the βtimesheet detailsβ sheet to βcheckedβ when the βsubmitβ column is updated to TRUE. For some reason, this update does not happen.
I do understand that once the status is changed to "checked", the "submit" field becomes false again. That is what i would like to achieve.
================================================
"Nothing is impossible. The word itself says 'I'm possible!'"
Best Answer
-
This is answered via this link
The main comment is:
Automations cannot be triggered to run immediately based on a cell containing a cross sheet reference or cell link.
================================================
"Nothing is impossible. The word itself says 'I'm possible!'"
Answers
-
This is answered via this link
The main comment is:
Automations cannot be triggered to run immediately based on a cell containing a cross sheet reference or cell link.
================================================
"Nothing is impossible. The word itself says 'I'm possible!'"
-
Hey @JBG
I'm glad you found the answer to your question! You can still achieve your goal, but you'd need to run it on a Date-Based workflow instead of based on a change. For example, you could set the workflow to run at the end of every day and update the Status at the end of the day with the Condition Block of the workflow set to look at your Submit column.
Or, if you don't need to make any manual changes to that Status column we could use a simple column formula:
=IF(Submit@row = 1, 1, 0)
Cheers,
Genevieve
Need more information? π | Help and Learning Center
γγγ«γ‘γ― (Konnichiwa), Hallo, Hola, Bonjour, OlΓ‘, Ciao!π | Global Discussions
-
Hi Genevieve P.
Thanks, that is what I did eventually. Created a couple of workflows to run every 2 hours daily.
Regards,
Hannes
================================================
"Nothing is impossible. The word itself says 'I'm possible!'"
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 67.9K Get Help
- 474 Global Discussions
- 208 Use Cases
- 517 Announcements
- 5.6K Ideas & Feature Requests
- 87 Brandfolder
- 157 Just for fun
- 84 Community Job Board
- 521 Show & Tell
- 36 Member Spotlight
- 3 SmartStories
- 309 Events
- 37 Webinars
- 7.3K Forum Archives