Move row to another sheet automation dropping contact

neopm

I am using automation to move completed tasks to another sheet; however, the assigned contact is not transferring to the new sheet. I have confirmed the format is the same in both sheets. Both are set up as contact columns. Has anyone experienced this and found a solution?

neopm

It turned out to be very simple user error - I accidentally changed the name of a column in one sheet and not the other so it moved the column to the end

Isaac A.

Hi @neopm!

I’ve tested using a similar setup for your workflow. Although I wasn’t able to reproduce the exact issue you’re facing, I did notice some inconsistencies in how the workflow was functioning. To resolve this, I shuffled the structure a bit and created the following workflow that seems to be working fine: (see image below).

Give this structure a try and let me know if it resolves the issue for you! Any column in the source sheet that isn't present in the destination sheet is added automatically. To avoid this, ensure the column names and properties are consistent between the source and destination sheets. New columns appear on the rightmost side of the destination sheet.

For more information, you can check out this article: Work with the move rows action.

I hope this helps!

Cheers,

Isaac.

jmyzk_cloudsmart_jp

Hi @neopm

Like @Isaac A. I tested if I could recreate the problem, but I couldn’t reproduce the exact issue.

I suspected issues with the target contact columns setting, especially the "restrict list values only" and "column type" issues. However, they were not the problem.

I messed up the target sheet's column setting during the test process, so I removed all the columns except the primary column. I usually do this when I have a problem with copying or moving rows. (In most cases, the issues involve system columns.)

So, if it is ok to remove all the columns but the primary column, try that.

Smartsheet

(Origin)

Smartsheet

(Target)

neopm

It turned out to be very simple user error - I accidentally changed the name of a column in one sheet and not the other so it moved the column to the end

jmyzk_cloudsmart_jp

@neopm

Hahaha, that's a classic! It’s always those small, easy-to-overlook details that get you. Glad you found the solution in the end!😁