x-sheet reference - trigger for automations

Trying to trigger an automation that is not working b/c the source column is a x-sheet reference value.

I understand tht x-sheet references cannot be the trigger for an automation to run on the destination sheet. I've added a helper column on the destination sheet that is a formula column that references the column that has the x-sheet reference (see sheet shot)

(=IF([PM Invoice Packet Approval]@row = 1, 1, "")

I then changed the automation to run off the helper column.

that should work..right? it didn't…at least not yet…what am I missing?

Thanks!

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Paul Newcome

You are still pulling from a cross sheet reference even though it isn't directly. You will have to set it up to run on a regular basis and then use the box being checked as a condition.

Smar Czar

There should really be a category of hashtags when you posted questions for #paulnewcome…..like a bat signal going into the air. @paulnewcome

Thank you!

Smar Czar

There should really be a category of hashtags when you posted questions for #paulnewcome…..like a bat signal going into the air. @paulnewcome

Thank you!

Andrée Starå

https://community.smartsheet.com/discussion/142543/x-sheet-reference-trigger-for-automations

Hi,

I hope you're well and safe!

What's your cross-sheet formula?

And, what kind of automation are you trying to trigger?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD

✅ Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer. I appreciate it, thank you! 🙏

Andrée Starå

https://community.smartsheet.com/discussion/comment/495208#Comment_495208

Strange! I don't have any issues. Have you never gotten it to work?

I've developed multiple client solutions using it.

I'm asking to see if it has (for some reason) to do with the formula or something else.

¯\_(ツ)_/¯

Smar Czar

@Andrée Starå @Paul Newcome the formula I am using to pull in the checkbox value is as follows. Note that the column being Indexed is also a checkbox column.

=IFERROR(INDEX({Invoice Packets Send Invoice Packet to PM}, MATCH(UID@row , {Invoice Packets UID}, 0)), "")

Paul Newcome

Do you have any examples of this working? Even though the helper column itself doesn't contain a cross sheet reference, it is referencing a cell that does contain a cross sheet reference and still works as the trigger in an automation?

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