Move Row: Will not move if condition has a dropdown list

jc carley

Hello,

I am trying to automate copying a row from master sheet to child sheet.

The trigger is when a row is changed to "New" it should copy to the child sheet. This is one of 4 choices in the column. It is a column with dropdowns.

When creating the automation, I am not able to choose "new" as the thing it changes to in order to kick off the automation. Columns that are just text function correctly, but if it is a dropdown list, it is not working.

Any thoughts?

Debbie Sawyer

Would it be possible to show a screen shot to explain where/how you are selecting the option.

I have many automations running from dropdown lists, so I believe you should be able to do it.

Very simple screenshot here...

Status is a dropdown list with 3 values in the sheet.

This is the trigger area of a workflow (In this screen shot Status is a Single Select dropdown)

I would be able to click New here then when the row is changed to New the action would perform.

HOWEVER!

If the Status was a Multi-Select dropdown then the trigger changes and doesn't allow the value to be selected - so you'd have to put the value in a condition box instead - see below: (In this screen shot Status is a Multi-Select dropdown)

Does this help at all?

Kind regards

Debbie

jc carley

Yes! That helps explain it. My dropdown does have multi select.

I did the condition "has any of" and checked the one I needed. I left the "otherwise" alone. Then had the action as "move to" and selected the new sheet.

I am able to make it work if I click on the automation and say "run workflow now on whole sheet" however, I need it to work as I add new items. I can't do the above every time as it duplicates things or I have to remember which rows to run. Not sure why it will not run when triggered.

I save sheet, refresh master sheet and refresh target sheet. No dice, even when I look at bottom of sheet.

Any thoughts?

Thanks!

jc carley

So oddly enough, it worked correctly once (test3). When I tried to replicate it (test 4 and test5), it did not copy to new sheet.

Any thoughts?

Here are screen shots:

master.jpg

target.jpg

trigger 1.jpg

trigger 2.jpg

Debbie Sawyer

Thanks for the screen shot.

Are you certain that Purpose is changing to the value after the rule was set and saved.

To test again I would delete the value in purpose, in rows Test 4 and Test 5

Save the sheet.

Then put the purpose back into rows Test 4 and Test 5 as "Study Procedure"

then

Save the sheet.

Wait.

The workflows can take a few minutes to fire. Ensure you are not working in tabs on your browser as this could give some refresh issues.

Open the destination sheet a couple of minutes later and see if the rows have appeared.

If not, I am happy to zoom with you and watch the testing and I might spot something else whilst observing.

Good luck!

jc carley

Thank you. I will give that a try again. I have saved then refreshed master sheet, then added in test 4. Then saved and refreshed again. Then I open a new tab with target sheet and refresh that sheet. To no avail. But when I did the above with test 3, it worked.

A zoom may be helpful.

jc carley

But we would need to work on test sheets as the real ones have private info within them. I can create test sheets.

Debbie Sawyer

email me on debbie.sawyer@smarterbusinessprocesses.com and I'll send you a zoom invite.

Working on test sheets is not a problem for me.