Conditionally move rows with Zapier and a check box

02/24/18 Edited 12/09/19

Hello all, I would like to automate my time sheet approvals.  I use the professional plan with zapier, which does allow multiple steps. 

I am trying to conditionally move a row when a check box is checked in the "approved" column.  However, I cant figure out how to enter the selection criteria in the "custom" value portion of the zap.

Any help would be greatly appreciated.  Thanks!

Jef

Comments

  • J. Craig WilliamsJ. Craig Williams Top Contributor

    You need a Filter step.

    In general, when using Smartsheet with Zapier, you want to filter so that you don't get false positives on the trigger with undesirable results.

    Craig

  • Hmmmm, I dont know what a "filter step" is....:(  Do you mean a filter in smartsheet?  Jef

  • J. Craig WilliamsJ. Craig Williams Top Contributor

    When selecting step 2 App in Zapier, select the Filter App.

    See my post here:

    http://ronin-global.com/2016/12/11/smartsheet-fixed-date-upon-completion/

    to see what I mean.

    Craig

  • Thank you J. Craig, I will take a look at this....Jef

  • J.Craig - I am pulling my hair out with this.  Are you for hire?  Jef Forward

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Jef,

    Did you and Craig solve this?

    Best,

    Andrée Starå - Workflow Consultant / Get Done

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • J. Craig WilliamsJ. Craig Williams Top Contributor

    The short answer is no.

    But there is a catch. After connecting, we determined that this issue described here is/was actually third on the priority list. We fixed the first one and are currently both swamped with other things (including vacations, yeah!) and will return to it shortly. We're going to redesign some of the sheets which will make the moving rows issues easier if not trivial.

    Craig

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Ok great!

    I just wanted to doublecheck because of the issue with the forum previously. 

    Have a fantastic vacation!

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • J. Craig WilliamsJ. Craig Williams Top Contributor

    re: vacation. It won't be like Sweden in the summer time, but it will be nice.

    Thanks for the warm thoughts.

    Craig

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