How can I make my automation stop updating once a column is checked?
I am trying to set up an automation so that when a column is checked it copies to another sheet. The problem I am having is that anytime anything in that row is updated it is continually copying over. I want it to be a one time copy because I then have it mesh to another sheet.
Answers
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You could set the Workflow to only trigger when the column isn't checked.
Would that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Andrée Starå I am not sure that would work. I basically need a row to copy to another sheet when it's checked off.... and then once it's been checked I don't want the automation to keep sending it over. What I am finding is that the automation runs and then if that row is changed it will run again so before i know it I have duplicates in the sheet it copies too.... I am deleting manually but because I have ROW ID being used it keeps messing the number system up.
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Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Andrée Starå Thanks for your note yesterday... I have decided to just make a report because I was unable to resolve the automation problem
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Just an idea, maybe add a hidden column with a check box to add to one that triggers your automation. Have your initial condition check to also make sure that the check box in the hidden column is unchecked. Then in the automation that copies the row over, have it check off the check box in the hidden column so it will no longer trigger the automation. You could also use a column with a flag symbol that gets flagged when the row is copied. Include that in your trigger, not flagged copies the row, flagged don't copy. Just an idea, without seeing how you have it set up this is just a suggestion.
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Excellent!
You're more than welcome!
✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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