Workflow automation not following conditions
Hi,
I have this workflow automation I am trying to set up to move rows from an active sheet into an archived sheet, I want to move rows that are older than 35 days but not move the rows that have a created date that is 5/7/2025 as those rows have a couple of columns actively doing calculations. Here is the conditions I have currently set up. The "submission time" column is a date created column.
When I try and test run this automation it will move the rows that have the "5/7/25 12:53 PM" value into the archived sheet. How do I stop the automation from moving those rows with that specific date and only move the rows older than 35 days but exclude that date? Did I set this up incorrectly?
Answers
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Hello @Matthew Occena ,
Can you please take a screenshot of the Automation Trigger setup?Erin Horiuchi Green, MBA, LSSYB, PSMI
Process Manager
Syneos Health
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Here is the Trigger. I dont think this is the issue since its based on time
I am just not sure where I went wrong in setting up the conditions for moving the rows
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Hello @Matthew Occena,
Just for testing purposes…can you try the below. Sometimes I do use hidden helper columns to enable Automation or Formulas.
1) Create a "Test Created Date" Date Column that just captures MM/DD/YY from system column "Created Date". Use the formula DATEONLY().
2) Utilize "Test Created Date" in your Automation where "Test Created Date" is not one of "05/07/25" AND "Test Created Date" is not in the next (days) = 35.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 🚀 -
Hi @Erin Horiuchi Green ,
Thank you for the solution, I am not sure why the original conditions set up wasn't working but with that helper column is works great now.
Matthew