Some form entries aren't appearing on upstream grids

I have a workflow that copies a row from the main grid (which collects all form entries), to the next grids which collect by specific regions, and then copies to the final grids which are by specific facilities. There is one facility where form entries show up on it's facility grid, but do not appear on the overall or the region-level grid. There are no filters applied and I verified the workflow is "copy a row," not "move a row." What could be going on?

Answers

  • Had the same issue long ago. The column names and types were the same. They were both DropDownList columns with identical names. But they had different options. I think I discovered it by hovering over the blank cell or column header and it had the options for the Dropdowns grouped side by side with a red "!" Don't remember if the fix was to change the setting to allow/prevent multiple dropdowns or if I had to sync up the dropdown selections themselves. None of my "copy a row" rows have any blanks that I see right now!

  • Thanks for responding! I double-checked the dropdown options and they're all the same. It's just so weird that the row doesn't show up at all on any grid except the final. Thanks again!

  • Brian_Richardson
    Brian_Richardson Overachievers Alumni

    This is going to sound silly but check to make sure it just didn't copy way down the sheet. Sometimes a batch of blank rows can be accidentally inserted in a sheet, and the Copy Row will place the row at the bottom of those blanks.

    If that's not it, then maybe post screens of the workflows that aren't working and let's see if we can troubleshoot it.

    BRIAN RICHARDSON | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN

  • Thanks, @Brian_Richardson! They weren't anywhere on the initial or regional grids. When the form is filled out, it should appear on the enterprise (all/initial) grid, then copy to the region (S. Network) grid, then to the facility (Jackson) grid. Here are the automations in order:

  • Brian_Richardson
    Brian_Richardson Overachievers Alumni

    Well the automations certainly look simple enough. Is the column with the "Jackson" value on the S Nework sheet any kind of lookup or cross-sheet reference? Because those columns won't trigger automations.

    I also wonder, if that's not the case, if Copy Row automations will also not trigger further automations. Smartsheet is pretty strict about automated actions triggering other automated actions.

    You could try changing the second copy step automation from a "Trigger when row added" to a scheduled hourly trigger. That might also be nicer for you administratively, as then you just need a set of condition blocks instead of whole new automations for every possible destination.

    BRIAN RICHARDSON | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN