Control Center & Automated "Move to another Sheet" Issue

April W.

I'm working on my project plan sheet to use with Control Center. I support a multitude of services and when a Client Contact field is populated, that tells me that is a service the client purchased. My goal is to remove the services (parent & child rows) of the ones not purchased. I created a column Purchased Service to give me a check or an x based on that Client Contact field thinking perhaps it can assist.

While I can make an automation that says when added or changed to an x, move it to the "trash" sheet I have, it isn't triggering. I believe it is because the formula and population of everything is happening at the time I provision the project in Control Center so it is not recognizing that the icon "changed". I don't want to have to go into each project plan sheet after provisioning it to then mark it off to move the rows.

I originally thought I would have optional templates in my Control Center per service to select the necessary ones at provisioning but in a class was advised that would make other reports challenging as it wouldn't know what sheets to work with... Please help!!!

Mike matthys

April,

set your trigger to 'when any value changes' and use a condition to set client contact = no

hope it helps :)