Trigger Blocks: Define When Your Workflow is Executed

When creating automation workflows, you can define the criteria that will trigger your workflow. Triggers include:

  • When rows are added or changed
  • When rows are changed
  • When rows are added (this won't trigger for changes in existing rows)
  • When a date is reached

    trigger block

You can enter criteria for the workflow trigger next to When in the trigger block to ensure that only desired changes in the fields you choose will trigger the workflow. For example, you can create a workflow that is only triggered when the Status of an item becomes “Complete”.

Consider the following when setting up your the trigger block:

  • If your workflow is triggered by changes to Any Value then this will include when a cell becomes blank.

  • Actions that will automatically modify the sheet cannot be triggered by inbound cell-links or cross-sheet formulas. This includes Request an approval, Move rows, Copy rows, Lock rows, and Unlock rows. For example, if the Status cell on the row is populated by a cell link with a value from another sheet, changes to that cell value through the cell link will not trigger a workflow that locks the row when Status changes to Complete.

To prevent infinite approval loops, cells which contain cross-sheet formulas or cell links will not trigger an automation which automatically changes the sheet (Move Row, Copy Row, Lock Row, Unlock Row, Approval Request). To work around this, consider using time-based automation or recurrence workflows.