Copy Automated Workflow

Carol-Anne Cerbone

Hi Smartsheet Community:

I need help with a potential solution. I have 2 sheets (Sheet A and Sheet B). Sheet A is the source sheet and Sheet B is the destination sheet. When a Date is entered on Sheet A, my workflow should run to copy a row to Sheet B. The problem I'm running into is when the date field on Sheet A is updated, it is copying the row again to Sheet B. My workflow is set up as:

Trigger = When rows are changed

Condition is Date is not blank

Copy to Sheet B

In sheet A the Date field that will be updated is after other information has already been added. This date field may not be updated for weeks after the initial row has been added.

Any thoughts / suggestions would be greatly appreciated!

Thanks

Carol-Anne

Mike TV

@Carol-Anne Cerbone

One solution would be to add a column to Sheet A such as a checkbox column that looks at a column on Sheet A such as a unique identifier column (order #, case #, etc) and if it's found it checks the box, if not its unchecked. Then you can just add another condition that it only copies the row if that box is unchecked.

Carol-Anne Cerbone

@Mike TV - Thank you for the suggestion. I will try that.