Issues with "Record a Date" Automation

jordan.navarro23
jordan.navarro23 ✭✭✭✭
edited 05/16/24 in Smartsheet Basics

Hi all,

Any idea why this automation isn't recording a date? We have a formula that's designed to return a value of "Reorder" whenever the inventory for that products dips below a certain threshold. The formula is working, but it's not being recognized as a trigger with the attached automation. Any advice would be much appreciated. Thanks!

Best Answer

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    Yes. References to another sheet will make it so that you need to use a time based trigger instead of an action based trigger. This cuts down on creating circular issues. You will need to set your trigger to be date based, set it as daily, then adjust the timing to be at the end of the day.

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