Move Row automation not working

MPC in LV
MPC in LV
edited 09/21/24 in Smartsheet Basics

I have a simple automation that is not working. If the row is tagged with a red drop-down symbol, the row is to be moved to an archive file. The files are exactly the same, but the automation does not work ???

Answers

  • Kerry St. Thomas
    Kerry St. Thomas ✭✭✭✭✭✭

    Here are a few ideas on what you can do to troubleshoot:
    —Troubleshoot the sheet. Are people updating the column by typing "NO" or choosing from a symbol dropdown? If there's an inconsistency there that might result in confusion so that people are inputting something that is circumventing the automation, tighten down the specific inputs that are allowed
    —Troubleshoot the trigger. As shown, the automation only triggers when a row that already exists is updated to the "No" symbol. If the row is CREATED with that "No" in place, then the trigger doesn't activate. Consider changing the trigger to "When rows are added or changed" and see if that matches your expectation.
    —Troubleshoot the condition. Consider using the condition box to separate the trigger and condition, so that the trigger itself is unconditional - then you can segregate the condition from the trigger in your troubleshooting. Alternatively, you may wish to consider changing the trigger to a time-based one, and add a condition: Change the trigger to "When a date is reached" and then update to "Custom" as a Daily cadence - then add a condition "Where X is one of No". This will do move rows as a group once a day. See if that resolves your issue.

    If this answer resolves your question, please help the Community by marking it as an accepted answer. I'd also be grateful for your response - "Insightful"or "Awesome" reactions are much appreciated. Thanks!