Automated copying using Workflow's "is Today" does not work
Hello everyone,
I've been working on a project that requires automation based on conditions and criteria. So far, with the workflows I have created and tested, expectations were met.
Until I used the "is Today" for a condition of a workflow.
The expectation is to copy a row to another sheet if the following conditions are met:
- Primary Column contains "foobar"
- Column5 (set as a date column) is the current date.
The Workflow is, as follows:
With the hourly test that I've conducted, it seems that it doesn't copy the row when the conditions are satisfied.
Here's the view of the other sheet:
I have used a checkbox column if the logic applied on the workflow is correct and it did copy - row with "true" value shows it.
I need some help if I'm missing something or if I use "is Today" wrongly.
Should it matter, local time is set on my personal account.
Answers
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Have you tried setting up a checkbox column with a formula such as:
=IF([Column5]@row = TODAY()), true, false)
and then set the automation to look for foobar and if the checkbox column is checked?
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Hi @Chiu Bar
I hope you're well and safe!
Ensure that you've checked the Sheet Change Notification Settings box to Include my changes in sheet notifications in your Personal Settings (circle/profile in the lower-left corner).
Did that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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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Hello @Matt C. ,
I applied the suggested formula and checks out with the date.
Will check the results by a minute after the target time.
Hello @Andrée Starå
Thank you and I hope all is well with you, too.
The settings were checked by default and same settings applied during the test but no changes on the results.
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