Create an automation to set column value on a new row
I'm trying to create my first automation, and although it seems like a dead simple use case, I can't get it to work.
I simply want a default value for one of my columns. It's a drop-down column, but it looks like SmartSheet doesn't support setting a default value, and an automation is the recommended approach. So I'd like to create an automation that sets the value of this column when I add a new row to my sheet.
I set the trigger as "When rows are added," then selected "Change cell value" to the column and value I wanted.
When I add a new row, nothing happens.
I've tried changing the trigger to "When rows are added or changed" but that doesn't seem to make a difference.
Answers
-
Hi!
It can take a few minutes for an automation to run, so this may be why you didn't notice the change right away. (Also - "adding a row" would involve actually typing something in the new row - not just using the "insert row" button.)
I'd definitely recommend changing your trigger back to "when a new row is added," lest any row changes trigger your status to be set back to Not Started. And/or, you could consider including a condition for when the "Status" field is blank.
Good luck!
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 64.4K Get Help
- 424 Global Discussions
- 221 Industry Talk
- 462 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 144 Just for fun
- 59 Community Job Board
- 463 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 300 Events
- 39 Webinars
- 7.3K Forum Archives