Smartsheet Copy Rows Automation is Duplicating Data
Hi All,
I have a Smartsheet set up which includes an automation to copy the rows to a second Smartsheet which works as a Pro Forma sheet for our Accounts Department.
The idea is that we will input data into Cells as normal and then once our Client has approved the proposal, they will 'Approve' in Smartsheet via a dropdown. Once they have approved, it is then copied to our Pro Forma Sheet which is where accounts will take over.
The above is working perfectly, however we are stumbling into a problem.
When our Accounts Team have invoiced the client, they have a checkbox to complete to confirm they have received and uploaded the invoice to their internal system. When they tick that checkbox, it is again copying the same data to our proforma sheet meaning every entry is being duplicated.
Our automations are definitely just set to only copy rows once so am a bit perplexed as to why the rows are copying for a second time! Any help would be hugely appreciated. Attached is an image of the Automation.
Answers
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Hi @mwood
I hope you're well and safe!
Strange!
Have you made sure that there isn't another workflow triggering the second copy row event?
Did that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as 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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Hi Andree,
Thank you for your prompt reply. We re-checked the automations but they were ok. We've been able to deduce that the Copy Rows automation built will continue to copy if a change is made to that row. As we may make changes to the financial data on that row, once we do so it will re-submit the row for approval. Once our client approves the change, that Copy's the data to our target sheet again.
Thank you again.
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