Customize

When a krewSheet row is added

Summary

Trigger an action when a new row is added in krewSheet.

How to use

Define a condition for executing actions when the “+ Add” button is clicked to add a row in krewSheet.

By using actions such as “Set Field Value,” you can assign values to the newly added rows. Even when connecting it with “When Another Action Complete” after inserting an additional process in between, the field values will only be set for the newly added rows.

In the case of a “duplicate,” the condition will not be triggered. To trigger an action when a row is duplicated, use “When a krewSheet row is duplicated.” To execute the same action for both “add” and “duplicate,” use “When a krewSheet row is added or duplicated.”

Restrictions

If an action that changes field values is triggered, the following fields will remain unaffected.

  • Text field with Calculate automatically enabled
  • Calculated
  • Attachment
  • Lookup destination field
  • Record number
  • Created by
  • Created datetime
  • Updated by
  • Updated datetime
  • Status
  • Assignee

You can set values in the Lookup field, but retrieval and copying of those values will occur only at the time of “Save.”