Automation trigger not working with filters/conditions
Afternoon,
I've a workaround automation that I'm using for a course training registration sheet (linked with forms) to send to specific people once we've reached a certain number of registrations for that course/component, so they're aware of the numbers and to close off the form due to the limit being reached.
I've used 'helper' columns for the calculations since an automation can't go from a sheet summary field; however with the parameters I've set, the trigger isn't registering. I first had it set up to 'when a row has changed' and had the trigger field the same as the condition field, but that just triggered each time a form for that registration was submitted.
So i've changed it to trigger once the course component level has changed (in this case component #2), and the condition is where the count column is between 7 and 9. There are currently 8 submissions counted in that column, however no automation email alert has been sent (and I've waited some time as I know there is sometimes a lag).
I may be overlooking something obvious, but can anyone assist please as to why this isn't triggering to the specified conditions? Would be great if there were more options for the trigger condition - even better if forms could have parameters added to close off for certain conditions!
Appreciate the help, ngā mihi.
Answers
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How exactly is the [Component Level] column being populated? Are you able to provide screenshots of the source data for a row that was supposed to trigger and has not?
Have you checked your personal settings so that you receive alerts based on your own actions?
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Hi Paul, the column is being populated by a form, and I was also trying manually. The alert was being sent to myself as a tester, and was working when the column Count VI 2 was being used, but it was sending each time there was a change, instead of the conditional option (between 2 numbers)
Screenshot below of the trigger column; ignore the name change, that was done late yesterday and the automation matches it. It's a drop-down column so the format/text will match.
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And what about the condition column?
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Oh sorry, that is this:
It has a count formula counting up the number of responses received; the parameters will change but set it up as a test between 7 and 9
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What is the formula you have in there?
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It's a countifs formula, added in the column as a 'helper' since automations/workflows can't be run from the sheet summary fields.
It's working as it should for counting, can't see why it would affect a trigger however, since it's the recommended solution from Smartsheet...
=COUNTIF([Course name/Component level]:[Course name/Component level], CONTAINS("Virtual Induction - 2", @cell))
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Hi @Bek T
I've tested the same set-up and my workflow runs as expected. Can you try changing the Condition Block to be an "Is Greater Than" and "Is Less Than" check in case it helps?
I also agree with Paul's first comment regarding Notification Settings, can you confirm that the correct box has been checked?
Cheers,
Genevieve
