Automation only runs by force run - no error notification

dmui88

I have this automation on a sheet and it's been working correctly but now something is amiss causing it to not run, but also not throw an error when it doesn't run. I know the automation works because I can force run it and it checks the checkbox without any apparent issue. Here's the configuration.

The automation is suppose to check a box to make a record "active" when 4 criteria have been met:

1. the MOU is current (indicated by a checkbox)
2. The questionnaire has been reviewed (again, indicated by a checkbox)
3. The profile is completed (indicated by checkbox)
4. Camp cancelled is not checked.

These do not have to happen in any particular order, but when all criteria is met, then the checkbox for Active 2025 should get checked automatically. Any insight as to why this isn't working?

dmui88

It seemed to be related to the criteria called Questionnaire 2025 Director Reviewed. This was a column formula that was index matching a unique ID and returning the check value from another sheet. I figured out there was also a data mesh that was trying to pull in that same check value via data mesh. I'm guessing smartsheet didn't like the checkbox coming via two different methods.

I changed it to data mesh and the automation seems to be working fine. I didn't not try to do it only through a column formula.

kowal

hi @dmui88,

Maybe stupid question but are you 100% that all the 4 conditions are met.

as there is always AND logic between them it means all of them need to be met.

Hope it helps.

dmui88

@kowal the automation I'm using OR logic in the trigger section and AND logic in the condition section. That should give the desired affect.

I'm wondering if it matter how the 4 criteria data is being brought into the sheet. Two of them are data meshed and two of them are brought in via INDEX/MATCH formulas. I'll use data mesh and see what happens….

dmui88

It seemed to be related to the criteria called Questionnaire 2025 Director Reviewed. This was a column formula that was index matching a unique ID and returning the check value from another sheet. I figured out there was also a data mesh that was trying to pull in that same check value via data mesh. I'm guessing smartsheet didn't like the checkbox coming via two different methods.

I changed it to data mesh and the automation seems to be working fine. I didn't not try to do it only through a column formula.

kowal

yeah so Questionnaire 2025 Director Reviewed was unchecked in your screenshot that's why the condition was not met and that's why it did not trigger the workflow.