Tracking Created/ Modified and retaining historical data
Hello,
I am managing a RAID log which was previously copied from Teams and past into Smartsheet. I'd like to track who and when:
- created a row
- modified a row
I know those can be automated easily by system columns, however there are some historical data i the already existing columns (creator , created on & modifier, modified on) which I want to keep. I also don't want to add multiple columns for the same data.
Can you think of any automation formula to make this happen?
For the dates, I tried to add column automations for the existing columns as in the picture but they are not working:
Any ideas?
Answers
-
I hope you're well and safe!
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.
-
Hi @Andrée Starå , sorry for no reponse. Thank you for coming back to me on this.
I am unsure how to apply this, though. Should I create a separate sheet with historical data?
-
No worries!
Happy to help!
I'd be happy to share an example.
Please email me at andree@workbold.com, and I'll share it with you.
✅Remember! 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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