automation setting question

Kimbh ✭✭✭✭
edited 04/28/23 in Smartsheet Basics

Hi, I'm setting up an automation that remove anything on a sheet older than 8 months. What am I doing wrong? What is really weird is it pulling some stuff off the sheet to soon but not all dates to soon. It's very random what's moved. It everything in the wrong date ranged moved then I would assume it the settings. Thank you


Best Answer

  • Teri Stabler
    Teri Stabler ✭✭✭✭
    edited 04/28/23 Answer ✓

    Here's how I would do that. Create a cheat (aka helper) column with a formula that returns an aging value in days. That is the trigger that when used with the filtering condition "date is in the last 240 days" will remove the row (move row to an archive sheet). Here's the column formula I used for the Aging field: =TODAY() - Date@row