Basic Automation Not Working

bobjohnson · 02/16/22

I am trying to set up an Agile project template to do the following:

1) If i update the status column to "Done", I want the % Complete to be marked at a 100%. The automation I have set up does not work.

2) If i update the status column to "Done" i want the entire row to be formatted with a strikethrough font. Need advice on how to set up an automation for this

Andrée Starå · 02/16/22

Hi @bobjohnson

I hope you're well and safe!

Question 1.

Try changing 100 to 1.

Smartsheet looks at the numbers in a column formatted for percentage as values between 0 and 1. You'd need to use decimal values instead for it to work

25% = 0,25 (0.25)

50% = 0,5 (0.5)

100% = 1

Depending on your country/region, you'll need to exchange the comma for a period.

Question 2

You'd use Conditional Formatting for this.

Try something like this.

More info.

https://help.smartsheet.com/learning-track/level-1-get-started/conditional-formatting

Did that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

bobjohnson · 02/16/22

https://community.smartsheet.com/discussion/comment/319753#Comment_319753

Thanks Andree. Should my %complete column be a text column or a single select drop down?

Andrée Starå · 02/16/22

@bobjohnson

Happy to help!

You can set it as a Text Column, but important that you set the column to percentage by selecting it and using the Percentage option in the toolbar.

Make sense?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

bobjohnson · 02/17/22

https://community.smartsheet.com/discussion/comment/319773#Comment_319773

Hi Andree,

The conditional formatting worked for the strikethrough, however the workflow did not work to automate the fields. It appears this and other simple similar automations I try to set up are not being triggered. For example, I set up another one to assign the task to me once status is "Done", but that is also not being triggered.

Any insight to what I'm doing wrong?

Andrée Starå · 02/17/22

@bobjohnson

Ensure that you've checked the Sheet Change Notification Settings box to Include my changes in sheet notifications in your Personal Settings (circle/profile in the lower-left corner).

Did that work/help?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

bobjohnson · 02/17/22

https://community.smartsheet.com/discussion/comment/319913#Comment_319913

Hi Andree,

The setting you referenced was already checked. Any other suggestions?

Amanda_OPW · 08/29/22

I found that it takes a while for the automation to kick in and update the cell values. If you save your workspace and give it a min or two depending on how many automations you have set up, it updates just fine. Conditional formatting is a lot quicker to see changes.

I also observed that if tasks are part of a group, the automation rule only applies to non-dependent cell references. Same example as if you were trying to add dates to auto-calculated rows that count the sub-tasks.

Basic Automation Not Working

Answers

Categories