Sheets, sheets and more sheets

I have a project intake sheet populated by an intake form, and it uses formulas to transfer information into a milestone tracking sheet. The last two rows aren’t transferring over, and the most recent entry in the milestone tracking sheet has duplicated one column twice. I can’t delete, cut, or remove the duplicated entry. Any ideas on how to fix this?

I have checked the formulas and they are all linking to the correct sheets, stumped!

Best Answer

  • Paul.Woodward
    Paul.Woodward ✭✭✭✭✭
    Answer ✓

    Here are some things to look for.

    1. Check Automation Rules

    • Triggering Issue: Sometimes, the automation or workflows set to transfer data might not trigger correctly for the last entries due to timing issues or specific conditions not being met.
    • Action: Review the triggers and conditions set for your automation rules. Make sure they are consistent and don’t have specific exceptions that might exclude the last rows. Also, check if there’s any limit set on the number of rows processed by the automation.

    2. Formula Audit

    • References and Locks: Even though you've confirmed the formulas are linking correctly, it might be worth double-checking if the formulas for the last two rows are indeed active or if they've accidentally been overwritten or aren't extending automatically as new rows are added.
    • Action: Ensure that the formulas are 'dragged down' or copied into the new rows in your project intake sheet. Sometimes, formulas in Smartsheet don't automatically fill down when new rows are added via forms.

    3. Check for Manual Overrides or Errors

    • Manual Inputs: If someone manually entered data in the milestone tracking sheet, it could disrupt formula-based entries.
    • Action: Verify that no manual entries or overrides are causing the duplication or blocking the formulas from executing properly.

    4. Examine Column Formulas

    • Duplicated Columns: For the duplicated column, check if there's a hidden formula or if two different formulas are mistakenly referring to the same data column in the source sheet.
    • Action: Review the column settings in the milestone tracking sheet to ensure that only one formula is set to pull data for each column. Sometimes hidden formulas can cause unexpected duplications.

    5. Refresh and Reapply Formulas

    • Stale Formulas: There's a chance that the formulas are not updating due to a temporary glitch.
    • Action: Manually reapply the formulas or even recreate the automation setup if needed. Sometimes, removing and re-adding formulas can resolve unexplained behavior.

    6. Sheet Permissions and Restrictions

    • Permissions Issue: Check if there are any permission settings that might be preventing the deletion or modification of certain rows or columns.
    • Action: Review the sheet's sharing and permission settings to ensure you have the necessary edit permissions.

Answers

  • Paul.Woodward
    Paul.Woodward ✭✭✭✭✭
    Answer ✓

    Here are some things to look for.

    1. Check Automation Rules

    • Triggering Issue: Sometimes, the automation or workflows set to transfer data might not trigger correctly for the last entries due to timing issues or specific conditions not being met.
    • Action: Review the triggers and conditions set for your automation rules. Make sure they are consistent and don’t have specific exceptions that might exclude the last rows. Also, check if there’s any limit set on the number of rows processed by the automation.

    2. Formula Audit

    • References and Locks: Even though you've confirmed the formulas are linking correctly, it might be worth double-checking if the formulas for the last two rows are indeed active or if they've accidentally been overwritten or aren't extending automatically as new rows are added.
    • Action: Ensure that the formulas are 'dragged down' or copied into the new rows in your project intake sheet. Sometimes, formulas in Smartsheet don't automatically fill down when new rows are added via forms.

    3. Check for Manual Overrides or Errors

    • Manual Inputs: If someone manually entered data in the milestone tracking sheet, it could disrupt formula-based entries.
    • Action: Verify that no manual entries or overrides are causing the duplication or blocking the formulas from executing properly.

    4. Examine Column Formulas

    • Duplicated Columns: For the duplicated column, check if there's a hidden formula or if two different formulas are mistakenly referring to the same data column in the source sheet.
    • Action: Review the column settings in the milestone tracking sheet to ensure that only one formula is set to pull data for each column. Sometimes hidden formulas can cause unexpected duplications.

    5. Refresh and Reapply Formulas

    • Stale Formulas: There's a chance that the formulas are not updating due to a temporary glitch.
    • Action: Manually reapply the formulas or even recreate the automation setup if needed. Sometimes, removing and re-adding formulas can resolve unexplained behavior.

    6. Sheet Permissions and Restrictions

    • Permissions Issue: Check if there are any permission settings that might be preventing the deletion or modification of certain rows or columns.
    • Action: Review the sheet's sharing and permission settings to ensure you have the necessary edit permissions.