Automation - 1 Trigger + 2 And Conditions

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I am trying to move completed items from one sheet, to another sheet. I've got my automation set up to be triggered when a box is checked, and two 'and' conditions to ensure the appropriate boxes are completed before transitioning the line to the other sheet:

The automation is working for some lines, but I've noticed it is not working for other lines that are meeting all of the top criteria. Anyone have any guidance?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Paige Daniels

    I hope you're well and safe!

    Strange!

    Do you see any pattern on which rows it works or not?

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots of the sheet? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Paige Daniels
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    Good morning!

    I can't find a pattern in what lines are working, and which aren't. I was wondering if the order in which they complete the items (ie. Check box first, then fill in date, then update Action Item Area) is a factor.. since that is how they are listed in automation? The essential role of the sheet is to track the current work projects of one team (7 members). Their lead wanted anything completed moved over to another sheet, as not to clog the work in progress sheet. The 3 items in the automation are necessary for the project to be deemed 'complete', therefore, all items must be met before moving over to the completed sheet.

    Columns Left to Right

    Example of Not Working


    Let me know if anything else can help you. Thanks!

  • Genevieve P.
    Genevieve P. Employee Admin
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    Hi @Paige Daniels

    Yes, the order in which the items are completed will make a difference. This is because the Checkbox change is the trigger for your workflow.

    This means that if the "Documents Uploaded?" checkbox is checked and the sheet is saved, then 10 minutes later someone updates the Date Completed and the Action Item area, those two fields would have been blank at the time of the box being checked. Therefore the workflow won't move the row, since at the time it didn't meet all of the criteria.

    If all three are updated at the same time, that would be fine! However if there is any gap between when these three cells are updated, you will want to ensure that the checkbox is last, so when the workflow runs through and checks the other cells there is data for it to read. Does that make sense?

    Cheers!

    Genevieve

  • Paige Daniels
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    This does make sense, thank you so much Genevieve!

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