Start date auto update?

Hi, everyone.

I'm very new to using Smartsheet and am having some troubles regarding start/finish dates.

I'm trying to find and use the correct formula/automation to change the start dates if the previous job task has run over its allocated time. For example, I use Smartsheet to schedule trades for job sites, if a tiler has gone over their allocated time, I need to adjust the start dates of the next trades.

I've been going into the sheet and manually editing the dates, but is there a way that I can run a formula/automation so that it will automatically update to push the start date back by 1 or 2 days if one or more job tasks run overtime?

Best Answer

  • Matt Johnson
    Matt Johnson ✭✭✭✭✭✭
    Answer ✓

    Hi@Ashleigh

    You could use the predecessor column: set the Type to "Finish-to-Start" and make the Lag 0 for the next day and so on, for the row you want. You'll need to enable dependencies on the sheet. You can check that by going to the Gantt view and then clicking the settings wheel under the share button.

    I hope that helps.

    Matt

    Matt Johnson

    Sevan Technology

    Smartsheet PLATINUM Partner

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@ciera_wolinski<\/a> <\/p>

The formula below will get what you need. With Smartsheet, you have to convert % to decimal values in formulas. <\/p>

=IF([Participation %]@row = 0, \"Not Participating\", IF([Participation %]@row > 0.8, \"On Track\", IF(AND([Participation %]@row < 0.81, [Participation %]@row > 0), \"Needs Improvement\", \"Blank\")))<\/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":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":108817,"type":"question","name":"Hi, I am trying to do a SUMIFS, and I keep getting incorrect argument set","excerpt":"I have a column called Actual Charges I want to sum if the column SOW Reference has \"IPO PMO\" in it. I thought I was following the syntax and reduced to only one criteria. I do have other criteria, too. Please see formula below. I also wanted to sum the whole column Actual Charges, but it seems to only capture the column…","snippet":"I have a column called Actual Charges I want to sum if the column SOW Reference has \"IPO PMO\" in it. I thought I was following the syntax and reduced to only one criteria. I do…","categoryID":322,"dateInserted":"2023-08-10T19:41:00+00:00","dateUpdated":null,"dateLastComment":"2023-08-10T20:11:11+00:00","insertUserID":136371,"insertUser":{"userID":136371,"name":"Mark Singleton","url":"https:\/\/community.smartsheet.com\/profile\/Mark%20Singleton","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-10T20:42:28+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-11T03:23:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":35,"score":null,"hot":3383396531,"url":"https:\/\/community.smartsheet.com\/discussion\/108817\/hi-i-am-trying-to-do-a-sumifs-and-i-keep-getting-incorrect-argument-set","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108817\/hi-i-am-trying-to-do-a-sumifs-and-i-keep-getting-incorrect-argument-set","format":"Rich","lastPost":{"discussionID":108817,"commentID":390119,"name":"Re: Hi, I am trying to do a SUMIFS, and I keep getting incorrect argument set","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390119#Comment_390119","dateInserted":"2023-08-10T20:11:11+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-11T03:23:51+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":"2023-08-11T09:14:41+00:00","dateAnswered":"2023-08-10T19:52:48+00:00","acceptedAnswers":[{"commentID":390115,"body":"

I assume you have a header or something similar in row 1, and that is why you are starting in row 2? If you designate rows, you must use it on the range to sum as well as the ranges to evaluate.<\/p>

=SUMIFS([Actual Charges]2:[Actual Charges]60, [SOW Reference]2:[SOW Reference]60, \"IPO PMO\")<\/p>

If you specify rows, those rows must also exist. If you want to evaluate all rows except for row 1, so specify [Actual Charges]2:[Actual Charges]2000, you will get an error if there are not 2000 rows in the sheet.<\/p>

You should also be able to add additional conditions\/rows to evaluate as well.<\/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":108795,"type":"question","name":"Error Using Max Function","excerpt":"Having an issue with the Max formula. Appreciate any advice the community can provide. This formula is giving me an Invalid Column Error: =MAX([End Date]195:[End Date]220) However, this one works fine so I don't see why there would be an invalid column error on the first formula. =NETWORKDAYS([End Date]207, [Start…","snippet":"Having an issue with the Max formula. Appreciate any advice the community can provide. This formula is giving me an Invalid Column Error: =MAX([End Date]195:[End Date]220)…","categoryID":322,"dateInserted":"2023-08-10T15:42:27+00:00","dateUpdated":null,"dateLastComment":"2023-08-10T19:20:09+00:00","insertUserID":147716,"insertUser":{"userID":147716,"name":"Laura Krylov ASGLLC","url":"https:\/\/community.smartsheet.com\/profile\/Laura%20Krylov%20ASGLLC","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AATXAJzqP5l6RPvTnPZ_FElh_Gd3nK2OrCoGmkfTmo11=s96-c","dateLastActive":"2023-08-10T19:05:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-11T03:23:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":31,"score":null,"hot":3383379756,"url":"https:\/\/community.smartsheet.com\/discussion\/108795\/error-using-max-function","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108795\/error-using-max-function","format":"Rich","lastPost":{"discussionID":108795,"commentID":390113,"name":"Re: Error Using Max Function","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390113#Comment_390113","dateInserted":"2023-08-10T19:20:09+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-11T03:23:51+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":"2023-08-10T17:50:34+00:00","dateAnswered":"2023-08-10T15:59:34+00:00","acceptedAnswers":[{"commentID":390050,"body":"

Is the column you are inserting the formula into formatted as a date column?<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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