Automation - Record a Date Not Working

Nancy Heater
Nancy Heater ✭✭✭✭
edited 01/16/23 in Formulas and Functions

Good morning Smartsheet community!

We have a sheet (Sheet A) that is pulling in ship date and tracking info from another sheet (Sheet B).

On Sheet A, we have a column "Tracking Populated" as a check box with a formula that is set up to check this column if Tracking info column is not blank.

On Sheet A, we have also set up an Automation to run based on the "Tracking Populated" column being checked. The Automation will send a tracking notice to contacts listed in a contact cell, and then record the date the notification was sent in "Tracking Sent" date column .

Everything is working as planned except the automation recording the date in the "Tracking Sent" date column. The columns is set up as a date column, we have tripled checked all of the sheet and automation permissions, and those are all good, but we still cannot figure out why the automation is not recording a date.

Thank you in advance for your assistance.

Answers

  • Ryan Sides
    Ryan Sides ✭✭✭✭✭✭

    @Nancy Heater Hi Nancy, can you post a screenshot of your automation? Are you setting the date in the same automation as sending the tracking notice?

    Ryan Sides

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  • Nancy Heater
    Nancy Heater ✭✭✭✭
    edited 01/16/23

    Yes @Ryan Sides ... We have an "alert" set to send an email when the "Tracking Populated" box is checked, and then to Record a date in the "Tracking Email Sent" date column.

    We originally were trying to trigger this automation off of the Tracking Number and/or Ship Date being populated, but since that data is pulling in from another sheet, it would not trigger the automation, which is why we set u the "Tracking Populated" check box as the trigger.

    Screenshots of Automation is below:



  • Ryan Sides
    Ryan Sides ✭✭✭✭✭✭

    You have everything setup correctly. The only thing I would try is to create a new automation to record the date in that field without the conditions. See if that works. Otherwise, you'll need to put in a ticket with Smartsheet support.

    Ryan Sides

    Smartsheet Tips and Tricks for Beginners and Advanced on LinkedIn and YouTube

    Come Say Hello!

  • Nancy Heater
    Nancy Heater ✭✭✭✭

    @Ryan Sides .. we tried a "manual" trigger of the automation by selecting the "Run now" option on our test row, and everything ran correctly and it recorded the date.

    We created a brand new test row and let the automation run on its own, and it still will not record a date when it runs on its own.

    Looks like we'll need to open a ticket with Smartsheet to have them take a look. Thanks.

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