Any idea on how to develop this automation?
I am tracking the health project status between meetings, so I have a "Current health" (Overall Health) column and a "Last meeting health" (Last PRC Health) column, right now I am doing it manually which is very time consuming.
Is there a way I can copy and paste a value based on a specific date? or maybe manually triggering the workflow.
Here is what I would like to do, any ideas?
- Click on the "Automation" menu at the top of your Smartsheet and select "Manage Workflows".
- Click on "Create Workflow" and select "Update Row".
- Set the trigger for the automation. Since you want this to happen every Wednesday, you can use a "Date-Based Trigger". Set the "When" to "Every Week" and select "Wednesday" as the day of the week.
- For the "Action", select "Copy Cell Data". In the "Copy From" field, select the "Overall Health" column. In the "Copy To" field, select the "Last PRC Health" column.
- Click on "Done" to save the automation.
Now, every Wednesday, the automation will copy the data from the "Overall Health" column to the "Last PRC Health" column.
Answers
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Hi @ana_outset
I hope you're well and safe!
Unfortunately, it's not possible now, but it's an excellent idea!
Here's a possible workaround or workarounds
- Please have a look at my post below with a method I developed.
More info:
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I wonder if Smartsheet even see product ideas :( some basic functionalities are still missing and they are all listed since last year.
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