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

cabbsman

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

使用case: I have a formula that calculates a date. 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.

OrenW

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

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

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

cbruyns

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

Genevieve P.

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

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

Blair Robitaille

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

Swicker

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

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:

ndelord

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!

Mattisphere

Have several items where we want to record the previous value and the new value. You can right-click on a cell to see the change history, but there is no way to report on this data like there is with comments or other fields.

使用case (like a lot of people):

Have two columns: End Date and Last End Date

When "End Date" is changed, copy previous value to "Last End Date".

I understand this is a little bit trickier than standard automation, because you're going to need a way to directly address the "historical value" of that cell, but since you already store the data, hoping that won't be too difficult.