How do I copy a date from one field to another, but only on the Insert action?

Sharee Brell

I want to copy the date from one field to another field ONLY on the initial entry, but not for subsequent changes. I am trying to track changes to a Complete date. Use case: A person enters an EST COMPLETE DATE of 12/20/24. A date is copied to a field called ORIG COMPLETE DATE. If the person changes the EST COMPLETE DATE, it does not change the ORIG COMPLETE DATE field. This way I can track the original complete date and the new complete date without having a secondary field of entry for the user.

EST COMPLETE DATE | ORIG COMPLETE DATE

12/20/24 12/20/24

They come and modify the EST COMPLETE DATE, and the ORIG COMPLETE DATE remains the same.

EST COMPLETE DATE | ORIG COMPLETE DATE

12/15/24 12/20/24

Andrée Starå

Hi @Sharee Brell

I hope you're well and safe!

Please have a look at my post below with a method I developed.

More info: 

https://community.smartsheet.com/discussion/68589/lock-or-store-date-value-solution-without-using-zapier

I hope that helps!

Be safe, and have a fantastic weekend!

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!

Andrée Starå

Hi @Sharee Brell

I hope you're well and safe!

Please have a look at my post below with a method I developed.

More info: 

https://community.smartsheet.com/discussion/68589/lock-or-store-date-value-solution-without-using-zapier

I hope that helps!

Be safe, and have a fantastic weekend!

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!