Schedule Daily Sheet Save

Use this Bridge template to:

• Save your sheet daily, and
• Update the TODAY function in your formulas without needing to open or make any changes to the sheet.

TheTODAYfunction in Smartsheet returns the current date within formulas. However, for theTODAYfunction to recognize what the current date is, the sheet must be updated and saved. If there is a chance that a sheet may not have enough daily activity for TODAY to update, this Bridge workflow can automatically do that for you each day.

When this workflow runs, it’ll grab the current status of the Save Sheet column. Then, to cause a change in the sheet and force the sheet to save, it’ll select or clear the box. Once those changes have been applied and saved, the workflow will update the TODAY formula.

What you need to get started

• A sheet
  • The sheet ID
  • A checkbox column named Save Sheet
  • The row ID for a row that will always stay on the sheet
• Bridge
  • Smartsheet integration
  • Bridge Schedule trigger
  • Bridge Workflow modules:
    • Smartsheet - Get Row
    • Smartsheet - Update Row
    • Conditional Junctions - Match Junction
    • States

Read on to learn how to set up the Daily Sheet Save template.

Getting started

来build this workflow in Bridge, authenticate the Smartsheet integration for your Bridge workspace.

Read the steps on how to set up the Smartsheet integration for Bridge.

While building your workflow, keep your sheet and your Bridge workflow open in two separate tabs. This will make navigating the build process easier!

Create a hidden field

You’ll only be using one row in the column for your workflows. So choose a row that makes sense to your process and that you know won’t be deleted. It won't interfere with any other columns on the same row, and you can even hide this column if you'd prefer.

Be sure to check the box on your selected row. Then, save the sheet.

来create the field

1. In the sheet you want to save on a daily basis,add a column.
2. Label the new columnSave Sheet.
3. Make it a checkbox type of column.
4. Hide the Save Sheet column.

Create a hidden field

In the sheet you want to save on a daily basis, add a column calledSave Sheetand set it to be acheckboxtype of column. You will only be using one row in the column for your workflows, so choose a row that makes sense to your process and that you know won’t be deleted. It won't interfere with any other columns on the same row, and you can even hide this column if you'd prefer.

Construct the basic workflow model

Before everything else, pull all the modules you need for the workflow.

1. Create a new workflow in Bridge.
2. In the workflow builder, use the panel to add modules in this order:
   1. Smartsheet - Get Row
   2. Conditional Junctions - Match
   3. Smartsheet - Update Row
      You’ll need two of these modules, one under eachJunctionpath.
3. Save the workflow.

Adding the Match Junction

When you add the Match Junction, follow these steps:

1. Label itCheck Box Value.
2. Drag a newStateto the Junction path on the left.
3. Then, label itClear Box.
4. Drag a new State to the Junction path on the right.
5. Then, label itSelect Box.

This is what you should see in your workflow when you are done:

Set up the workflow modules

After setting up the basic workflow model, start setting up the workflow modules.

Read on to learn what to do when you set up the workflow modules.

Step 1: Set up the Get Row module

You’ll have to manually enter values in the Get Row module. Then, to fill out the remaining modules, use runtime (Run Log) data references from the Get Row results.

What does the Get Row module do?

In this workflow, theGet Rowmodule pulls data from the row so the workflow can determine whether theSave Sheetcolumn box is selected.

When theGet Rowmodule runs, Bridge pulls the row data and pushes it into the workflow's Run Log.

From the Run Log, you can reference data in the next stages of the workflow.

1. In theSheetfield, enter thesheet ID.
2. In theRow IDfield, enter therow ID.
3. Save the workflow.
4. Open theRun Log.
5. 来run the workflow, selectPlay.

Step 2: Set up the Junction Match

What do the Junction Match modules do?

In this workflow, theJunction Matchmodule analyzes theSave Sheetcolumn data from theGet Rowmodule results. This module analyzes those results to determine whether theSave Sheetcolumn box is selected. If the box is selected, theJunction Matchmodule will follow theClear Boxpath. If the box is cleared, the Junction Match module will follow theSelect Box.

1. Open theRun Log.
2. 来see the test run created when you selected thePlaybutton, refresh theRun Log.
   The Run Log entry will sayStopped. But that's expected because you haven't yet completed the setup.
3. Locate the data references needed.
   • Expand theSmartsheet: Get Rowline.
   • Expand the row:Objectline.
   • Expand the cells:Objectline.
   • Locate theSave Sheetcolumn entry from the list of sheet columns. Then, expand the entry.
4. On the right side of thevalueentry, select.
5. SelectCopy data reference.
6. Open theJunction: Matchmodule.
7. In theFirst Valuefield, paste the reference you copied.
8. In theSecond Valuefield, typetrue.
9. Save the workflow.

This is what you should see in the Junction Match module when you’re done:

Step 3: Set up the Update Row Modules

What do the Update Row modules do?

In this workflow, theUpdate Rowmodules will select or clear the box in theSave Sheetcolumn.

Depending on what the data brought in from theGet Rowmodule shows, theJunction Matchmodule will determine which path to follow. Both paths will essentially use theUpdate Rowmodule to perform the opposite action to force a change to the cell and a sheet save.

1. Get thesheetIdvalue from theSmartsheet: Get Rowmodule.
   1. Reopen theRun Log.
   2. Locate thesheetIdvalue from theSmartsheet: Get Rowdata.
   3. Copy the data reference.
   4. Open theUpdate Rowmodule.
2. Get theidvalue from theUpdate Rowmodule.
   1. Return to theRun Log.
   2. Locate theidfield.
   3. Copy the data reference.
   4. Open theUpdate Rowmodule.
   5. In theRow IDfield, paste the reference.
3. In theUncheck Boxpath of theUpdate Rowmodule, follow these steps:
   1. Expand厘米/秒ls.
   2. In theKey #1field, enter the column nameSave Sheet.
   3. In theValue #1field, type false.
      In a checkbox column,falsewill clear the box.
4. In theCheck Boxpath of theUpdate Rowmodule, use these steps:
   1. Expand厘米/秒ls.
   2. In theKey #1field, enter the column nameSave Sheet.
   3. In theValue #1field, type true.
      In a checkbox column,truewill check the box.
5. Save the workflow.

This is what you should see in the Update Row modules when you are done:

Clear box path	Select Box path

Test the workflow

来ensure the workflow is running and taking the right actions, test both conditions. Before you start, check if the Save Sheet column in your sheet row is checked.

1. Open theRun Log.
2. SelectPlay.
3. Go back to the sheet.
4. Wait until the checkbox clears in your row.
5. Once the checkbox clears successfully, return to Bridge.
6. Play the workflow again.
7. 来see the box become selected again, return to the sheet.

Now you’ve seen both workflow runs complete their respective actions successfully. It’s time to set up the trigger to run the workflow on a daily basis.

If the workflow isn’t running as expected, go through each step of the setup again. Make sure every field and data reference appear as directed.

Set up the workflow trigger

With the workflow tested and ready, you only need to set up the schedule trigger to run the workflow.

1. In the workflow builder, select theTriggermodule.
2. Expand theSchedulespanel.
3. ChooseAdd a new schedule.
4. Choose a time to run the workflow each day.
   All times are in UTC. Be sure to adjust for your process needs.
5. Choose a start date in the future for your workflow.
6. In theFrequencylist, chooseDaily.
7. Save the trigger.

The workflow will now run daily from your start date.

Here is an example of a Schedule Trigger being set up: