Copy row once the criteria met

Tibor

Hello,

I have a little bit complicated issue, because I would like to copy the row once the criteria date column changes to any value, but I would like to add additional criteria , that the system need to check the previous value , and if its equal with the current one, then no need to copy .

Unfortunately the system copy again the dates even if its equal , because the user overwrite his dates with the same value in different date.

Do you have any idea how to solve it ?

Ty,

Br,

T

Dale Murphy

@tibor Your requirement is to copy a row when certain criteria are met, but to copy that row ONCE? Is that correct understanding?

When I have that scenario, I use an extra column as a check. I might name it Copied?

The last step of the copy workflow is to write a value to that column, something to indicate that the row was copied.

The first step of the workflow is then to check that column and if the cell is not blank, to stop the rest of the workflow action. If done right, this prevents a row from being copied more than once.

Make sense?

dm

DKazatsky

@Tibor How are users entering the date? In my tests, the system knows if the date has actually changed values or not. The workflow will copy rows over if the status changes, even on the same day, is that what you are trying to avoid?

Tibor

@Dale Murphy I would like to copy only those rows where I have a real change , based on my pics where date are different.

@DKazatsky Its a little bit interesting, because the date in reality not changed , just the day. I think they are overwrite with the same date in different day, and the system picked up and copy the row because of that effect. Just in reality I dont know why the system copy if the value in reality not changed.

Dale Murphy

@tibor I suppose you need to define what a "real change" is.

(You could use workflow to lock the row, if you don't want any more changes to it? )

dm

Tibor

Hello,

Its not an option to lock the row, in that case I asked the users to add their expected date when they want to complete with one task. That changes I would like to see in a different smartsheet (thats why I add the copy row), but the system copy the same dates (in reality the expected completion date not changed).