BROKEN: Copy Rows to Another Sheet automation

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I set up two sheets and created an automation rule from sheet 1 to sheet 2 that will copy rows when a checkbox is checked.

The automation is simple, yet this rule is not working.

Anyone... Bueller... Anyone????

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
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    Hi @h1pst3r88

    How is the checkbox being checked, is it done manually or are you using a cross-sheet formula to check the box?

    Actions in a workflow that change a sheet (such as a Copy Row or Move Row workflow) cannot be triggered by cross-sheet formulas (see the "note" at the bottom of the section Move or Copy rows behavior in this Help Article: Automatically Move or Copy Rows Between Sheets).

    If this isn't the issue, it would be helpful to see a screen capture of how your workflow is set up and another screen capture of the underlying sheet, but please block out any sensitive data.

    Thanks!

    Genevieve

  • Genevieve P.
    Genevieve P. Employee Admin
    edited 05/05/21
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    Hi @h1pst3r88

    Thank you for clarifying! Since this isn't the issue there are a few other things we can check.

    Is it possible that your rows are copying further down in the destination sheet, so you're not seeing them immediately? Similar to how a form populates new rows, the Copy Row automation needs to have entirely new rows to input information. If your rows previously had data and were cleared out (instead of fully deleted), your newly copied information could be at the bottom of your sheet instead of in the first "blank" row.

    Additionally, if you have different column names in the destination sheet, the copied rows will create new columns to match their source sheet. Try scrolling over to the right to see if the data appears in new columns instead of your current destination columns.

    If you have access to it, try checking the Activity Log of the destination sheet to see if it identifies that rows were added:

    If this hasn't helped and the Activity Log shows that nothing was copied, the next thing to check is the trigger. Is this set to when rows are Added only, or does it say when rows are Added or Changed?

    A screen capture of your workflow would be very helpful. If I can see your set-up I'll be able to do some tests and attempt to replicate what you're experiencing.

    Cheers,

    Genevieve