Having trouble with a workflow

sarah.ridens70211 · 07/31/24

Hi! I am having trouble getting my automation to function properly and need some help troubleshooting.

I have 2 sheets, A and B.

I have one automation that sends a copy of a line from Sheet A to Sheet B based on a drop down selection. This works fine.

I tried to set an automation on sheet B that impacts the same line copied from Sheet A. I set it to trigger when a new line is added, and its intended to send an update request to the contact name on that same new line so the contact person can input missing data. Its not working.

I ensured that all column headers on both sheets are the same. I feel like I"m missing a very obvious step but I can't figure it out! Any guidance? thank you!

Paul Newcome · 08/01/24

If your permissions as well as your personal settings are set up properly, then I believe it is an issue with the trigger being caused by another sheet. I know that cell containing cell links or formulas with cross sheet references cannot be used as a trigger, and I believe the same is true for automations coming from another sheet (such as move and copy rows).

I would suggest what you just suggested. Set it to run daily and make sure your conditions are set up so it doesn't trigger on every row. That's how I have to do it for cell links / cross sheet references, so it should work in this case as well.

Paul Newcome · 08/01/24

Are you trying to get an automation to send from sheet B asking for an update on sheet A?

sarah.ridens70211 · 08/01/24

Nope the request for the update is sending from sheet B and will be applied to sheet B. The request should be generated after the new line moves/copies from sheet A to Sheet B.

Paul Newcome · 08/01/24

How exactly is your automation in Sheet B set up? Are you able to provide a screenshot?

sarah.ridens70211 · 08/01/24

sure - here it is

Paul Newcome · 08/01/24

And are you testing this by setting yourself as the recipient in the [Point Person(s) column, or are other users also not receiving the automation?

sarah.ridens70211 · 08/01/24

I"m testing myself - and I double checked my permissions. I"m wondering if because the actions are simultaneous (move from sheet A to Sheet B) and (Sheet B has a new line that needs to be updated) I should set up the 2nd automation to run daily instead of when a new row is added? I could test this to run at a specific time today just to see if that makes a difference. What do you think of that? Its not quite as efficient but it could work.

Paul Newcome · 08/01/24

If your permissions as well as your personal settings are set up properly, then I believe it is an issue with the trigger being caused by another sheet. I know that cell containing cell links or formulas with cross sheet references cannot be used as a trigger, and I believe the same is true for automations coming from another sheet (such as move and copy rows).

I would suggest what you just suggested. Set it to run daily and make sure your conditions are set up so it doesn't trigger on every row. That's how I have to do it for cell links / cross sheet references, so it should work in this case as well.

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Having trouble with a workflow

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