Workflow triggering from a cross sheet index match formula?

shrav919 · 07/27/23

I currently have a smartsheet referencing data from another sheet using the cross sheet Index-Match formula.

When I try to trigger a workflow when this referenced column changes, the workflow is not being triggered. I have tried "Copy a Row" and "Change Cell Value", neither work.

I understand cell linking does not trigger workflows, is this the same with cross sheet referencing as well? What are the workarounds for this?

Ramzi · 07/27/23

Yes, it's the same limitation. Try to run the automation on a schedule instead of Immediately.

Cheers,

Ramzi

shrav919 · 07/27/23

https://community.smartsheet.com/discussion/comment/387523#Comment_387523

Hi @Ramzi,

But how would it be possible to know when the data has changed, as I want the trigger to be a data change?

Ramzi · 07/27/23

You can still specify that in the trigger, you would just change the run timing of the trigger -

shrav919 · 07/27/23

@Ramzi

I get this error

Ramzi · 07/27/23

Hard to diagnose without seeing your entire workflow and trigger, but here's a similar article that may help.

Paul Newcome · 07/27/23

You cannot use a {{Placeholder}} in the subject or body of an automation if it is not triggered "right away".

shrav919 · 07/28/23

Hi @Paul Newcome

The "action" in the workflow was to change a cell value, it was not a notification workflow of any sorts

shrav919 · 07/28/23

@Paul Newcome @Ramzi

This is the workflow which gives the error I have mentioned

Paul Newcome · 07/28/23

Oh. Yeah. That one has to be triggered "right away".

Workflow triggering from a cross sheet index match formula?

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