Help need in Automation workflow.

Hi All,
Need help in fixing Automation workflow which works only if I manually trigger.
Basically, I'm trying to have Manager approve costing again if it's more than the allocated amount.
I've setup 2 helper columns with the following formulas:
=IF([Co-Op Allocation]@row >= [Co-Op Actual]@row, "0", "1")
=IF([Markdown Allocated]@row >= [Markdown Actual]@row, "0", "1")
Then created following automation workflow, which doesn't work when help column value change to 1. However, this works if I trigger manually and not showing any error.
Trigger: When rows are added or changed.
When: Helper-Column-Co-Op changes to: 1
or when: Helper-Column-Markdown changes to: 1
Alert someone: Send to contact in a cell "Direct Manager"
Change cell value: Direct Manager Approval to " Please re-approve"
(Direct Manager Approval column is drop down and has 2 values (Approved / Please re-approve)
Please note user have to enter actual amount manually.
Thanks in advance,
Best Answer
-
Hey @Saj
Try removing the quotes around the zero and one in your two formulas. When I tested the automation in my sheet, your formula with the quotes, which forces the answer to textstrings, did not work.
Kelly
Answers
-
Are you able to provide some screenshots?
-
Hi Paul,
Thank you for your help and please see below:
Screenshot from sheet.
Automation Screenshot
-
Have you checked your personal settings yet to ensure that automations will fire based on your own actions?
-
Hi Paul,
Yes, that's ticked.
-
Hey @Saj
Try removing the quotes around the zero and one in your two formulas. When I tested the automation in my sheet, your formula with the quotes, which forces the answer to textstrings, did not work.
Kelly
-
Hi Kelly,
That was the issue and after removing quotes it worked. Thank you. :)
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 66.5K Get Help
- 434 Global Discussions
- 152 Industry Talk
- 494 Announcements
- 5.3K Ideas & Feature Requests
- 85 Brandfolder
- 155 Just for fun
- 77 Community Job Board
- 506 Show & Tell
- 34 Member Spotlight
- 2 SmartStories
- 307 Events
- 37 Webinars
- 7.3K Forum Archives