Recording Most Recent Step in a Process

roland.garton49806

Let's say I have a three-step process that I perform many times: Draft, Review, Publish. (This is a simplistic version of more complex repeated processes.) For each step I have a checkbox column. For each iteration, I create a new row in SmartSheet. I would like to see the status all current iterations in Card view, so I create another drop-down column, STATUS. When I check off a step in the Draft, Review, or Publish columns, I also update the STATUS column—if I remember to do so. Is there an easy way to automate the STATUS column so that it displays the most recent step completed?

I know I could create a bunch of nested IF formulas to do this, and that's easy with only three steps, but the actual processes have a lot more steps, and the steps change from time to time, making a monster IF function unwieldly in practice. Approaches, ideas, suggestions are welcome.

Andrée Starå

https://community.smartsheet.com/discussion/123080/recording-most-recent-step-in-a-process

Hi,

I hope you're well and safe!

Please have a look at my post below, which includes a method I developed that could be updated to collect the latest status.

More info: 

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

Would that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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