When Rows are Changed Trigger Not Working

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nstiles
nstiles ✭✭
edited 06/18/25 in Smartsheet Basics

I have a very simple sheet that i use to track estimates. There are no other formulas on the sheet. There is some conditional formatting. When an estimate amount (selected any amount) is put into that column i want the row to move to a completed bid sheet. it worked when i initially put it in place yesterday but hasnt run since then. its supposed to run the workflow when triggered. i tried deleting out the workflow and putting it back in place but still wont work.

Answers

  • Erin Horiuchi Green
    Erin Horiuchi Green ✭✭✭✭✭✭

    Hello @nstiles ,

    Are you able to provide a screenshot and anonymize any sensitive data?

    A picture will help a lot.

    Erin Horiuchi Green, MBA, LSSYB, PSMI
    Process Manager
    Syneos Health

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  • nstiles
    nstiles ✭✭

    here is a snapshot of the sheet and the workflow

  • Erin Horiuchi Green
    Erin Horiuchi Green ✭✭✭✭✭✭
    edited 06/18/25

    Hello @nstiles,

    I have seen Automation trigger 1 hour after the tracked action executed. Sometimes there is a delay.

    I am going to mimic your PDF and run a test.

    Erin Horiuchi Green, MBA, LSSYB, PSMI
    Process Manager
    Syneos Health

    Please kindly like ❤️, upvote ⬆️ and/or mark ✅ any of my contributions that have provided value.

    Core App and Project Managment Certified 🚀

  • Erin Horiuchi Green
    Erin Horiuchi Green ✭✭✭✭✭✭

    Hello @nstiles,

    Since we cannot daisy chain Automations together, what are your thoughts on the below?

    Automation 1
    Register today's date as the Archive Date post Estimate Amount registration.

    Smartsheet Archive Date Registration Post Estimate Amount Entry.jpg


    Automation 2
    Move row to Archive post Archive Date registration.

    Smartsheet Archive Date Triggers Row Archive.jpg

    Erin Horiuchi Green, MBA, LSSYB, PSMI
    Process Manager
    Syneos Health

    Please kindly like ❤️, upvote ⬆️ and/or mark ✅ any of my contributions that have provided value.

    Core App and Project Managment Certified 🚀

  • nstiles
    nstiles ✭✭

    the initial move automation is occurring on sheet 1, after the data is moved to sheet 2 and the archive date is reached then it archives it. is the archive workflow on sheet 2 affecting the workflow on sheet 1?

  • Erin Horiuchi Green
    Erin Horiuchi Green ✭✭✭✭✭✭
    edited 06/18/25

    Hello @nstiles,

    I feel like there is a bug that I need to register with Smartsheet Support.

    The Automation is working on Source Sheet [a.k.a Sheet 1]. The "Archive Date" column registers today's date post "Estimate Amount" registration.

    However, the Automation to move row from Source Sheet [a.k.a Sheet 1] to Archive Sheet [a.k.a. Sheet 2] is not receiving the records. But, the row is removed from Source Sheet [a.k.a Sheet 1] post "Estimate Amount" and "Archive Date" registrations.

    Erin Horiuchi Green, MBA, LSSYB, PSMI
    Process Manager
    Syneos Health

    Please kindly like ❤️, upvote ⬆️ and/or mark ✅ any of my contributions that have provided value.

    Core App and Project Managment Certified 🚀

  • Erin Horiuchi Green
    Erin Horiuchi Green ✭✭✭✭✭✭

    Hello @nstiles,

    I am going to wait until 4:00 pm ET and if the Automation is just not working, then I will report a bug.

    I tried changing the Source Sheet [a.k.a Sheet 1] Automation Action from "Move Row" to "Copy Row" to the Archive Sheet [a.k.a. Sheet 2] and still waiting on the record to register.

    Erin Horiuchi Green, MBA, LSSYB, PSMI
    Process Manager
    Syneos Health

    Please kindly like ❤️, upvote ⬆️ and/or mark ✅ any of my contributions that have provided value.

    Core App and Project Managment Certified 🚀