Copy row automation with multiple criteria

Amelia P.

Hi there,

I have an automation set up to copy a row from Sheet A to Sheet B when two pieces of criteria are met:

1. The 'Status' changes to 'Approved'
2. The 'Dev, Con, ME, GC, Sponsor, Arch or CNA' column includes 'PuSH-CP Designee'

The automation in the screenshot is not currently working for me. I don't see that the rows are copying over to Sheet B - is there something else I can do or is there maybe something I need to change with my automation?

Thank you,
Amelia P.

Duaer Team

This answer is AI-generated.

I can't see the details in your screenshot, so here's a checklist from Smartsheet's help articles on copy-row workflows rather than a definite fix:

1. Linked or formula trigger cells. The help article says Smartsheet doesn't run the Copy Row action when the trigger cell includes cross-sheet formulas or is linked to other cells (to avoid endless loops). If "Status" is set by a formula or a cell link, that alone would stop it. The suggested workaround is a time-based or recurring workflow.
2. Permissions. The copy-rows article says the destination sheet only appears in the dropdown if you have Admin permissions on it. The move-rows article adds that if the owner of the source or destination sheet isn't the person who built the workflow, both people need at least Admin on both sheets; I'd assume the same applies to copying, but that part isn't stated for copy rows.
3. Where the second criterion sits. Put "Status changes to Approved" in the trigger, and the column check in a condition block set to "Needs to meet all conditions (and)". If the column check is in the trigger instead, I think both changes may have to happen in the same edit (my reading, not something the docs spell out).
4. The multi-value column. If that column holds several values per row, test a condition that checks whether the cell contains or includes "PuSH-CP Designee" rather than one that requires it to equal that value. I'm not sure which operators your column type offers, so check the dropdown in the condition block.
5. Check the result in the right place. Copied rows go to the bottom of Sheet B, so scroll down before deciding it didn't run.

If none of these is it, the workflow's run history (if your plan shows it) or a test row that meets both conditions from a manual edit would help narrow it down.