If you’re creating workflows with Google Sheets that triggers from events like the addition of a new row, creation of a new spreadsheet, etc, there are certain things that you’ll have to do to ensure that the Google sheets work with FlowGat effectively.
New/Updated row trigger
The New row trigger pick-up the new rows in real-time whenever a new row is added to the worksheet.
Using this trigger
The sheet must have at least one header text and one data text for the rows.
Choose “Add the new row” in trigger
In the sheet trigger, tap on “when a new row is added”.
For configuring the trigger, we need to add the Drive, spreadsheet, and actual worksheet.
For the modified rows to be used as trigger events, we need to be sure that the existing rows have been modified or changed. The worksheet selected by you will be checked for changes. So, whenever any change takes place in the worksheet columns data, the entire row will be picked up by the trigger.
Set the action
After you’re done with setting a trigger, set up the action step that you want to execute.
Add a new row action
This action step allows you to add a new row to the specified worksheet.
Set up the Google sheet
Set up the Google sheet with header lines and data lines.
For configuring the action, you need to add the Google account, drive, spreadsheet, and actual worksheet.
Run the action
After configuring the trigger and action step, the workflow plan is ready to run.
Update a row action
This action allows you to update a row in the spreadsheet. To execute this action, you’ll first have to identify the rows that need to be updated.
The Google sheets should have one minimum one header row and one data row.
Select the “Update a row” action.
You’ll be required to enter the details of the Google account, Drive, Spreadsheet, Worksheet, and row number. The row number will allow the action to identify the row that needs to be updated.
After the workflow runs successfully, the selected rows will be updated.
Rules to be Followed for setting Triggers and actions in Google Sheets
Here are the few guidelines you need to follow while setting up your trigger and action steps.
If you’re executing an action of “creating a new spreadsheet”, it’s advisable that the header row of all the columns must contain text. The first column header must also contain text.
In the same column, the sheet should also not have headers for the different sections.
Make sure that the spreadsheet does not contain any blank rows in between the rows that contain content.
Avoid making any changes in the spreadsheet while the workflowis active. Do not remove or delete any rows in between, as it may cause errors, and also the trigger will be unable to track accurately. However, if you want to add or delete any row, ensure that the workflow is inactive.
Punctuation marks make it difficult for FlowGat to identify the correct Google sheet. So, make sure that the sheet name does not comprise of any punctuation mark.
If you want to make any changes to the sheet, you should make sure that the workflow is inactive. Making the following changes in the sheet while the workflow is active may cause errors.
So, you can turn the workflow into inactive to make changes and again turn it back to active, after doing the changes.
After you’re done with setting up your sheet, you can add other steps to the workflow plan.