Help need in Automation workflow.

Saj

Hi All,

Need help in fixing Automation workflow which works only if I manually trigger.

Basically, I'm trying to have Manager approve costing again if it's more than the allocated amount.

I've setup 2 helper columns with the following formulas:
=IF([Co-Op Allocation]@row >= [Co-Op Actual]@row, "0", "1")
=IF([Markdown Allocated]@row >= [Markdown Actual]@row, "0", "1")

Then created following automation workflow, which doesn't work when help column value change to 1. However, this works if I trigger manually and not showing any error.

Trigger: When rows are added or changed.
When: Helper-Column-Co-Op changes to: 1
or when: Helper-Column-Markdown changes to: 1

Alert someone: Send to contact in a cell "Direct Manager"
Change cell value: Direct Manager Approval to " Please re-approve"
(Direct Manager Approval column is drop down and has 2 values (Approved / Please re-approve)

Please note user have to enter actual amount manually.

Thanks in advance,

Kelly Moore

Hey @Saj

Try removing the quotes around the zero and one in your two formulas. When I tested the automation in my sheet, your formula with the quotes, which forces the answer to textstrings, did not work.

Kelly

Paul Newcome

Are you able to provide some screenshots?

Saj

Hi Paul,

Thank you for your help and please see below:

Screenshot from sheet.

Automation Screenshot

Paul Newcome

Have you checked your personal settings yet to ensure that automations will fire based on your own actions?

Saj

Hi Paul,

Yes, that's ticked.

Kelly Moore

Hey @Saj

Try removing the quotes around the zero and one in your two formulas. When I tested the automation in my sheet, your formula with the quotes, which forces the answer to textstrings, did not work.

Kelly

Saj

Hi Kelly,

That was the issue and after removing quotes it worked. Thank you. :)