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Workflow enhancement - copy a column/cell to another column/cell

A workflow enhancement that is similar to the Change Cell Value. However, instead of changing a cell, copy it to another cell.

用例:我有一个公式,计算日期。However, I want to keep the initial value of the date and therefore, don't want to reference the date formula because it will change. A workflow enhancement that would allow me to copy the date to another static column when its first calculated would go a long way. The way I do it now is complicated.

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  • OrenW
    OrenW
    edited 10/19/22

    Hi ,

    I would like to be able to "check" a box in col A which will trigger a copy of the content in col B to Col C (but not change value as long as the checkbox is checked)

    I want to use this to flag a specific line/task as one which is due data is important for me so I want to copy it to a column "important dates" but the copy should only happen when I check the box (if original data changes the content in the destination should not change)

    Ex:

    A B C

    O 1/1/22

    If I check Col A I want the date from B to be copied to C

    A B C

    X 1/1/22 1/1/22

    If now someone changes col B it will no be "mirrored" to col C

    X 5/1/22 1/1/22


    I assume it is needed to be in an automation flow but cant find how to do it .


    Thanks

  • Jim Rood
    Jim Rood ✭✭✭✭

    The workflow template currently allows specific values to be entered or selected from a drop down list. Many times the system columns update when unanticipated change happens rendering them less than helpful if wanting to copy the calculated values into a distinct column when the appropriate criteria are met.

    For example, if Modified By = Current User, I may need to capture the Modified Value in a distinct column called Updated and another column called Updated By to not capture system updates via cross sheet references.

    Another example may involve wanting to preserve the value of a calculated column when a set criteria is reached.

  • Cleversheet
    Cleversheet ✭✭✭✭✭✭

    I have many instances where this would be helpful, not just with dates.

  • When a form is submitted, I would like to copy the number in a cell to the primary column.

  • Genevieve P.
    Genevieve P. Employee Admin
    edited 05/09/23

    Hi@cbruyns

    What about using aColumn Formulato complete this action?

    If you reference the cell in a formula with the@row function, then this will automatically bring in the data from that cell in the new row into your Primary Column cell (for that row) as new rows are added:

    =[Column Reference]@row

    See:Create a Cell or Column Reference in a Formula

    If this hasn't helped, it would be useful to know more about your scenario and what it is you're trying to accomplish.

    Cheers,

    Genevieve

  • cbruyns
    cbruyns
    edited 05/09/23

    I will try that. Ultimately what would be nice is if the primary column could allow auto numbering.

  • Blair Robitaille
    edited 05/09/23

    Hello, I'd like to submit an automation enhancement request. I'd love the ability to copy text from one cell to another


    Thank you,

    Blair

    Blair Robitaille, CPA, CGA

    Manager of Business Systems and Reporting


    Joe Johnson Equipment | Clean Air. Clean Water. Clean Streets.

    Subsidiary of Federal Signal Corporation

    2521 Bowman Street, Innisfil, Ontario L9S 3V6

    Tel 705.431.8754 x 2262 | Toll Free 800.263.1262 x 2262 | Fax 705.722.3532

    [email protected]|www.jjei.com

  • In order to measure variances (schedule, budget, etc) from the beginning of a project to the end in a portfolio of projects, it is necessary to capture the initial value as well as the end value.

    There is currently not an automated way to trigger a cell to copy to a "baseline" column.

    Ex. When a project status changes to Active, capture current entry in the budget field.

  • Christopher Tirro
    Christopher Tirro ✭✭✭
    edited 05/17/23

    Pretty simple automation that should be a standard 'Sheet Changes' option.

    I'd like to setup automation that weekly a cell is copied into another cell within the same sheet.

    Example: Column/Cell - Current Week Update - This is the current week Update

    Column/Cell - Previous Week Update - This is the previous week Update

    Thursday night automation copies what is in 'Current Week Update' and Replaces the value in 'Previous Week Update'. Users are then sent an update request asking for 'Current Week Update' for this week.

    Purpose: Setup automation to generate a document summarizing/comparing progress from week to week of major projects.

    Image Example of Document:

    image.png


  • I would like to have the option to copy a cell value to another automatically via an automation in Smartsheet.

    This will allow me to log the plan date as it is being devellopped and then compare to the updates and delays to have a proper project assessment during a post-mortem.

    Thank you!

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