Report Edits and Workflows in Main Sheet (Workflow not working)
My team makes edits to a report instead of the Smartsheet that houses my large database. I am finding that information goes bi-directional between my report and my database but the workflows in my database are not copying rows to other sheets I share out. I tested my database workflows by changing data in the main sheet and they are all working ok but for some reason when an edit is made in the report the workflow is not recognizing the change in the database Smartsheet. Is it not possible to use workflows (trigger when changes are made to certain fields and action is to copy to another sheet) when using a report to edit fields?
Answers
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Disregard, this is working. A column was changed from a dropdown to a text and I did not notice that the workflow that I created ended up becoming broken as a result of this due to the values set in the workflow.
I could not find a way to delete this discussion.
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Hi @MMiles
I hope you're well and safe!
Glad you found the reason and solved it.
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Please support the Community by marking your post with 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: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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