Document generation not working for all rows

Joseph Aloysias - vSaaS Global

Hi,

I'm attempting to generate a document based on the agreement trigger checkbox column (which is checked when there is a date in the event approval date). The issue I'm encountering is that for some rows, the document is generated and attached, but for others, it is not attached.

Can someone help me to solve this?

Humashankar

Hi @Joseph Aloysias - The automation for this is something you have created ?

Take a stab on whether it's configured correctly.

Check the trigger condition is set up accurately to detect when the checkbox column is checked based on the presence of a date in the event approval date column.

Hope this helps - Happy to help further!!

Thank you very much and have a great one!

Warm regards

Joseph Aloysias - vSaaS Global

Hi Huma, Thank you for your response. The trigger and conditions are configured properly. its working for some rows.

Joseph Aloysias - vSaaS Global

@Paul Newcome @Genevieve P. Could you please support on this issue?

Andrée Starå

Hi @Joseph Aloysias

I hope you're well and safe!

Can you share some screenshots of the workflow? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

JosephAloysias

Hi @Andrée Starå Thank you for your response, please find below the screen shot of the workflow,

Genevieve P.

Hi @JosephAloysias

Can you check the following details:

• Is the trigger being changed by a cross-sheet formula or cell link? Or is it referencing a cell link or formula?
• For the rows where it was not generated, can you confirm that all 3 of your conditions are met? (To test this, I would put a filter on your sheet with the same criteria)

Joseph Aloysias - vSaaS Global

@Genevieve P. Thank you for your response.

I have set up a date column in the sheet, referencing data from another sheet. In the same sheet, I've created a checkbox triggered by the date column to initiate a workflow.

Currently, the conditions are being met correctly. However, I'm encountering an issue where documents are generated for some rows, but not for others.

Genevieve P.

Hi @Joseph Aloysias

To prevent an infinite loop, actions that automatically modify the sheet (such as adding an attachment to the row with Document Builder) can't be triggered by inbound cell-links or cross-sheet formulas. This includes using a formula to check a box based on another cell in the same sheet that's using a cross-sheet formula.

Can you replace the Checkbox formula to be a Change Cell Workflow?

Joseph Aloysias - vSaaS Global

We tried change cell value also, but we are facing the same issues in that method.

Genevieve P.

Hi @Joseph Aloysias

Can you post a screen capture of some of the rows that aren't triggering, even when using a change cell workflow? The screen captures above do not include the following columns:

• HcpRole
• Event Type
• Honorarium Required

Mohammed Sabri

Hi @Genevieve P.

On behalf of @Joseph Aloysias ,

These are the rows,

row's 469-471

Thanks

Genevieve P.

Hi @Mohammed Sabri & @Joseph Aloysias

Thank you so much, this is very helpful! One last thing to check - is it always the ones that say "Class I" that are being skipped? I'm wondering if the I at the end is written differently in the cell versus what's in the workflow, is that possible?

For example: "Class I" is using an upper case i, whereas "Class l" is using a lower case L

Can you copy the contents of one of those cells and add it in as a criteria in your workflow, to see if it adds a new value or if it's the same as what's already there?

Joseph Aloysias - vSaaS Global

Hi @Genevieve P. we have checked that, we are adding the condition from the drop down selection , its not working for other event type like webinar, Stall Fabrication, etc.

Genevieve P.

Hi @Joseph Aloysias

I cannot see any reason that this should not trigger - if your trigger is set by a workflow (versus formula), your criteria are all met at the time of the checkbox, then yes, the document should be created.

Please capture a screen recording of the issue and contact Smartsheet Support with the Sheet URL and the Workflow ID that is no longer working, along with if this happens when you clone the workflow, and on a copy of the sheet. They'll be able to troubleshoot this with you in a private channel where you can send more details.

Thanks,

Genevieve

Joseph Aloysias - vSaaS Global

I have raised the support ticket already, but unfortunately, we haven't found the solution yet. Could you please provide some expert support to help us with this issue?