Automation: "Copy Rows to Another Sheet" Isn't Working

Hi,

I am the owner of a project that has several Smartsheets. When someone (owner/admin) changes the "Status" column to "Req. Not Met," I want the row to copy to another Smartsheet.


I set up this automation.


Then, I updated the "Status Column" (in five rows) to be"Req. Not Met" and saved it to trigger the automation.


Next, I opened the Smartsheet titled "(2) Assessment Report" to see if the data copied over. The data from the rows did not copy to this sheet. However, the automation did add unique "columns" from the source sheet. So this means automation is happening.


So I thought, maybe I should set up a helper column with a checkbox. Maybe the automation will respond better to a checkbox.


So then I changed the automation rule to this.


Then I cleared the "Req. Not Met" from the "Status Column," which cleared the checkboxes. I saved the sheet. I added back the "Req. Not Met" into five rows. Saved the sheet.


For some reason, the automation still is not working. Any suggestions?

Thank you

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Amy Arnold

    I hope you're well and safe!

    Ensure that you've checked the box in the Sheet Change Notification Settings to Include my changes in sheet notifications in your Personal Settings (circle/profile in the upper right corner).

    Did that work/help?

    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: [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.

  • Amy Arnold
    Amy Arnold ✭✭✭✭✭

    Hi Andrée,

    Thank you for replying. I checked my Personal Settings and the Sheet Change Notifications Settings is checked. Here's an image of my notification settings.


  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Amy Arnold

    You noted that the new columns appeared in the destination sheet, just not the new rows, is that correct? If so, this indicates that the rows are being copied over, we just haven't found them yet.

    Can you scroll all the way down your second sheet to see if they are at the bottom? Copied rows and new row submissions (such as via a form) need to have completely fresh rows to insert data into. If your top rows used to house data but were cleared (instead of deleted), then the copied rows will appear below what looks to be empty lines. Does that make sense?

    Also, do you have a filter applied to this second sheet?

    Cheers!

    Genevieve

  • Amy Arnold
    Amy Arnold ✭✭✭✭✭

    Hi @Andrée Starå and @Genevieve P

    My automation is working perfectly! The rows are copying to the bottom of the sheet. Just luck, I scrolled down the sheet and there they were.

    I meant to respond earlier but forgot.

    I appreciate your help.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Amy Arnold

    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: [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.