Assistance Needed with Date Archiving Automation

Hi there,

I have a helper sheet that populates Office drop-down dates via DataShuttle. The "Date Requested" column contains drop-down options with dates, and the "Date" column is a date column (my trigger for moving rows.

I want to archive each date row if it matches today’s date, but the automation I set up isn’t moving the rows as expected.

Could you help me troubleshoot this?

Thanks!

Automation what I have:

Do I need to include the offices too as part of the condition?

These are the offices:

Best Answer

  • Darla Brown
    Darla Brown Overachievers
    Answer ✓

    @Brittanyy another option would be to add a checkbox helper column. If "Date" is Today, check box. Then that could be your trigger.

    Darla Brown

    What you meditate on, you empower!

    Overachiever - Core Product Certified - Mobilizer - EAP

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