Status Column Change to Record Date of Change

tim.curtin

Hello,

我在我的公司为一组开发指标and need some help. They do not log when they mark something as complete by date just by status. The date of the status change is in the cell history but I was wondering if there was a way to write a formula to show when a status is set to completed it records the date in a separate column. Does anyone have any experience with a formula like this? I am not sure where to start.

Thank you!

Tim

Matt Johnson

Hi@tim.curtin

The "Record a Date" feature is found within the Automation tab. First add a date column to your sheet and then go "Create Workflow from Template", scroll to the bottom and choose "Record the date when specificed criteria are met". It will explain what it does. From there the options are pretty straight forward. Let me know if you have any questions.

Thanks,

Matt

Matt Johnson

Hi@tim.curtin

The "Record a Date" feature is found within the Automation tab. First add a date column to your sheet and then go "Create Workflow from Template", scroll to the bottom and choose "Record the date when specificed criteria are met". It will explain what it does. From there the options are pretty straight forward. Let me know if you have any questions.

Thanks,

Matt

Andrée Starå

Hi@tim.curtin

I hope you're well and safe!

To add to Matt's excellent advice/answer.

If you need to store the time too, you can use my method described below.

More info:

Hi all,<\/p>

I hope you're well and safe!<\/p>

I've developed a solution that lets you store the date or value.<\/strong><\/p>

You'd use the copy-row automation and a VLOOKUP or combination of INDEX\/MATCH to make it work.<\/p>

We'd trigger the copy-row to another sheet and get the created date\/other value and then use the VLOOKUP\/INDEX\/MATCH to get it back to the main sheet in another so-called helper column. As long as you have a unique id\/value that we can use, it will work.<\/p>

Also, this opens up more options with auto-numbering and similar.<\/p>

Depending on other workflows, you could reuse one sheet for multiple workflows.<\/p>

I hope that helps!<\/p>

Let me know if you have any questions!<\/p>

Stay safe and have a fantastic day!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by <\/em>marking it as helpful<\/em><\/strong>. It will make it easier for others to find a solution.<\/em><\/p>","bodyRaw":"[{\"insert\":\"Hi all,\\nI hope you're well and safe!\\nI've developed a solution that lets you \"},{\"attributes\":{\"bold\":true},\"insert\":\"store the date or value.\"},{\"insert\":\"\\n\\nYou'd use the copy-row automation and a VLOOKUP or combination of INDEX\\\/MATCH to make it work.\\nWe'd trigger the copy-row to another sheet and get the created date\\\/other value and then use the VLOOKUP\\\/INDEX\\\/MATCH to get it back to the main sheet in another so-called helper column. As long as you have a unique id\\\/value that we can use, it will work.\\n\\nAlso, this opens up more options with auto-numbering and similar.\\nDepending on other workflows, you could reuse one sheet for multiple workflows.\\n\\nI hope that helps!\\nLet me know if you have any questions!\\nStay safe and have a fantastic day!\\nBest,\\n\"},{\"attributes\":{\"bold\":true,\"link\":\"mailto:andree@workbold.com\"},\"insert\":\"Andrée Starå\"},{\"insert\":\" | Workflow Consultant \\\/ CEO @ \"},{\"attributes\":{\"bold\":true,\"link\":\"https:\\\/\\\/community.smartsheet.com\\\/home\\\/leaving?allowTrusted=1&target=https%3A%2F%2Fworkbold.com%2F\"},\"insert\":\"WORK BOLD\"},{\"insert\":\"\\n✅\"},{\"attributes\":{\"italic\":true},\"insert\":\"Did my post(s) help or answer your question or solve your problem? Please help the Community by \"},{\"attributes\":{\"italic\":true,\"bold\":true},\"insert\":\"marking it as helpful\"},{\"attributes\":{\"italic\":true},\"insert\":\". It will make it easier for others to find a solution.\"},{\"insert\":\"\\n\"}]","format":"rich","dateInserted":"2020-05-24T11:36:34+00:00","insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-10T17:37:37+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":true,"showPostLink":true,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/68589\/lock-or-store-date-value-solution-without-using-zapier","embedType":"quote","name":"Lock or Store Date\/Value Solution without using Zapier"}"> https://community.smartsheet.com/discussion/68589/lock-or-store-date-value-solution-without-using-zapier

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå| Workflow Consultant / CEO @WORK BOLD

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