How do I copy a date from one field to another, but only on the Insert action?
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
Best Answer
-
I hope you're well and safe!
Please have a look at my post below with a method I developed.
More info:
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!
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.
Answers
-
I hope you're well and safe!
Please have a look at my post below with a method I developed.
More info:
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!
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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