CopyRow Automation Not Triggering

Ryan Holguin

Hello Everybody,

My team and I use the CopyRow Automation for project intake. Instead of using a form that feeds into a sheet, we manage two separate sheets:

• One for each of my team members (source sheet)
• One for the service team that performs the work (destination sheet)

The CopyRow workflow is triggered when a field meets specific criteria. However, we’ve encountered instances where the automation doesn’t run—even though all criteria are met.

I suspect the issue may be related to an INDEX MATCH column formula we added to our Status and Project Stage fields. This formula automatically updates these fields to provide visibility into where requests are in the process. Here’s the formula we’re using:

=IFERROR(INDEX({IMCP - Status}, MATCH([Tactic Name]@row, {IMCP - TN}, 0)), IFERROR(INDEX({IMPK - Status}, MATCH([Tactic Name]@row, {IMPK - TN}, 0)), IFERROR(INDEX({24CPT - Status}, MATCH([Tactic Name]@row, {24CPT - TN}, 0)), IFERROR(INDEX({25VPT - Status}, MATCH([Tactic Name]@row, {25VPT - TN}, 0)), IFERROR(INDEX({IMPT - Status}, MATCH([Tactic Name]@row, {IMPT - TN}, 0)), IFERROR(INDEX({CSPT - Status}, MATCH([Tactic Name]@row, {CSPT - PD}, 0)), IFERROR(INDEX({24CSCP - Status}, MATCH([Tactic Name]@row, {24CSCP - PD}, 0)), IFERROR(INDEX({25CSCP - Status}, MATCH([Tactic Name]@row, {25CSCP - PD}, 0)), IFERROR(INDEX({DTPT - Status}, MATCH([Tactic Name]@row, {DTPT - PD}, 0)), IFERROR(INDEX({DTKP - Status}, MATCH([Tactic Name]@row, {DTKP - PD}, 0)), IFERROR(INDEX({25DTCP - Status}, MATCH([Tactic Name]@row, {25DTCP - PD}, 0)), IFERROR(INDEX({24DTCP - Status}, MATCH([Tactic Name]@row, {24DTCP - PD}, 0)), IFERROR(INDEX({WED - Status}, MATCH([Tactic Name]@row, {WED - TN}, 0)), IFERROR(INDEX({25 WEDCP - Status}, MATCH([Tactic Name]@row, {25 WEDCP - PC}, 0)), ""))))))))))))))

Because this formula runs continuously, I suspect it might be causing the workflow to glitch. Has anyone experienced something similar? Any insights or suggestions would be greatly appreciated.

The biggest issue is that our team assumes a project has been submitted, but the automation never triggers—without any clear explanation in the logs and in my research.

For additional context, here’s a snippet of the workflow:

Thanks in advance for your help,

Ryan

kowal

hi @Ryan Holguin,

Just to save me some time on explaining what is the issue as I explained it to someone else yesterday you can see what is the problem by going through this post:

https://community.smartsheet.com/discussion/136922/some-parts-of-the-automation-not-running-based-on-index-match-cell-change

hope it helps.

kowal

hi @Ryan Holguin,

Just to save me some time on explaining what is the issue as I explained it to someone else yesterday you can see what is the problem by going through this post:

https://community.smartsheet.com/discussion/136922/some-parts-of-the-automation-not-running-based-on-index-match-cell-change

hope it helps.

Ryan Holguin

@kowal - Looks like DataMesh is the solution. Luckily our company has that feature. I'll try it out and see if it works. Thanks!

kowal

sure!

Ryan Holguin

@kowal - I have migrated over to using DataMesh, but just had another instance where the CopyRow wasn't trigged. The user looked to have tried to trigger ten rows at one time and it never triggered the automation. All criteria was met. Any thoughts?

kowal

hi @Ryan Holguin,

if your main trigger is change row and you update any data in the cell that is filled by DataMesh it would 100% trigger the Copy Row workflow - I know because it worked for me.

Can you make some tests like changing the row by hand that is updated by DataMesh etc. to see if it works - maybe there is some other issue that stops it