Move Row w/ Formulas
I have 3 sheets that are being used in tandem:
Sheet 1Β Β Β Β Β Registration Data
Sheet 2Β Β Β Β Β Travel Requests
Sheet 3Β Β Β Β Β Cancelled Registrations
Sheet #1 has a "registration status" field (dropdown). This field is being pulled into Sheet #2 by using an Index/Match formula. If the registration status (on sheet 1) changes to cancelled, I want the corresponding row on the travel request (Sheet #2) to move to sheet #3.
Β I have a "move row" workflow set up on sheet #2 so that when the registration status changes to Cancelled, the row on sheet #2 is moved to sheet #3.Β Butβ¦ itβs not working.
I'm assuming it's because the "registration status" field on sheet #2 is a formula and the trigger isn't necessarily coming from that sheet?Β Any help/advice?
Answers
-
Set up a checkbox column and use a formula to check the box whenever the criteria is met. Then you can set your automation to trigger on the checkbox.
=IF([Registration Status]@row = "Cancelled", 1)
-
@Paul Newcome - I tried that as well. No luck! The formula worked fine, but the move rows function wouldn't work... maybe becasue everything was happening at the same time so nothing was truly "triggered"?
I was able to succeed with the process using Zapier to assist.
-
Hmm... It works for me. I have a status that is updated via cell linking, and then I set up a checkbox to trigger the move row. At least you got it working.
I was thinking another option (if you wanted to stay strictly in SS) would be to set up the automation to run daily with a condition of the row being checked.
-
@Paul Newcome - I'm going to test one more time... maybe i'm just being too impatient!
Unfortunately, we need it to be trigger based, instead of hourly or daily.
Appreciate the feedback!
-
Automations are SUPPOSED to take no more than 15 minutes to trigger, so if it isn't moving by the next day, then you may want to go ahead and stick with what you know is working.
