Can I trigger an event when selecting a value from a dropdown list?
Dear all,
I have a column with a dropdown list. At the beginning of a project, the value for each dropdown/task is set to "Not started". As soon as the vale for the first task changes, I would like to change another field's value ([Start Date]1) to today's date. But only if it didn't contain a value yet, so I can use it to calculate the duration of the project. - Any hint or idea would be highly appreciated. Thank you!
Best Answer
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Andrée Starå ✭✭✭✭✭✭I just replicated your workflow, and it works for me.
Can you share some screenshots of the sheet so the columns are visible?(Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.
Also, do you save after you make the change?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
Answers
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Paul Newcome ✭✭✭✭✭✭Sounds like you should be able to use a Record A Date automation with the trigger of the dropdown being changed and a condition of the [Start Date] column being blank.
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MarkFX ✭Thank you Paul! Yes, that sound like what I am looking for.That already provides me a good basis for further investigation. Thank you!️
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MarkFX ✭
Hmmm, unfortunately the automation builder offers me only three of my many columns to assign a change to. I would like to change the value in the "Start Date" column, but it isn't available in the Automation Builder.
And when I am writing this, I am wondering if it will be possible to change only ONE certain field. But I come to that as soon as I figured out why I can't select my "Start Date" column...
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MarkFX ✭
Aha! I had to disable the dependency of my Start date and End Date fields / Date Range Display.
It is still not working,. but I am getting closer...
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MarkFX ✭
Nope, Automation does not trigger anything at all; no matter what fields or values or changes I choose.️
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Andrée Starå ✭✭✭✭✭✭
Hi@MarkFX
I hope you're well and safe!
Ensure that you've checked theSheet Change Notification Settingsbox toInclude my changes in sheet notificationsin your Personal Settings (circle/profile in the lower-left corner).
Did that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
✅了我的帖子(s) help or answer your question or solve your problem? Please support the Community bymarking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Paul Newcome ✭✭✭✭✭✭
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Paul Newcome ✭✭✭✭✭✭
@Andrée StaråDoes that setting also affect Record A Date automations?
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MarkFX ✭
@Andrée StaråThese boxes were checked already.
@Paul NewcomePlease find two screenshots of my automation process attached. Thank you!
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Andrée Starå ✭✭✭✭✭✭
No, it doesn't. I misread the post.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Andrée Starå ✭✭✭✭✭✭
I just replicated your workflow, and it works for me.
Can you share some screenshots of the sheet so the columns are visible?(Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.
Also, do you save after you make the change?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Genevieve P. Employee AdminHi team!
Just jumping in here with one quick clarifying question.
@MarkFXyou noted that you want the Start Date to be populated but only if thereisn'talready a date in the cell, is that correct?
If so, yourCondition Blockis set for where the Start Dateis notblank (instead ofISblank).
Cheers,
Genevieve
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Andrée Starå ✭✭✭✭✭✭
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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MarkFX ✭
Dear@Genevieve P.,@Andrée Starå, dear@Paul Newcome, dear all,
I just now understand that I have to save and reload(!) the sheet for the actions to take place.
When I change the status, save the sheet and reload it, the date will be populated where I want it.
I was hoping the action would trigger the event / change of date directly.
OK, now I know. - Thank you very much, Genevieve, Andreé and Paul!This is an awesome community!
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Andrée Starå ✭✭✭✭✭✭
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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I figured it out! Updated formula to get the 2 decimal places as well.<\/p>
=\"We are at \" + IFERROR(ROUND([% closed rate]@row * 100, 2), \"//www.santa-greenland.com/community/discussion/107861/\") + \"% closed rate on ticket status for the month of \" + Month@row<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108861,"type":"question","name":"IF\/AND Formula","excerpt":"Formulas are the bane of my existence and I really need to take a class! Today I'm trying to set up a formula to throw a flag when 2 conditions are met. I want a red ball when I have not received an invoice and the invoice due date is within 30 days. I know I'm close since I've gone from \"unparsable\" to \"incorrect…","snippet":"Formulas are the bane of my existence and I really need to take a class! Today I'm trying to set up a formula to throw a flag when 2 conditions are met. I want a red ball when I…","categoryID":322,"dateInserted":"2023-08-11T16:27:44+00:00","dateUpdated":null,"dateLastComment":"2023-08-11T17:49:45+00:00","insertUserID":120231,"insertUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":120231,"lastUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":59,"score":null,"hot":3383549849,"url":"https:\/\/community.smartsheet.com\/discussion\/108861\/if-and-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108861\/if-and-formula","format":"Rich","lastPost":{"discussionID":108861,"commentID":390268,"name":"Re: IF\/AND Formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390268#Comment_390268","dateInserted":"2023-08-11T17:49:45+00:00","insertUserID":120231,"insertUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-11T17:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-11T17:48:48+00:00","dateAnswered":"2023-08-11T17:12:43+00:00","acceptedAnswers":[{"commentID":390261,"body":"
You were, indeed, very close.<\/p>
=IF([Invoice Received?]@row = 0, IF(AND([Renewal Date]@row >= TODAY(), [Renewal Date]@row <= TODAY(+30)), \"Red\"))<\/p>"},{"commentID":390264,"body":"
