Automation Help: Regarding Proofs

Summer S
Summer S
edited 09/09/24 in Smartsheet Basics

I want to record a date, when certain people approve a proof.

When I set up a proof I am inviting several people, however, I need to record a date when a specific person (technically it could be 1 of 3 people) actually approves the proof.

I have the {Proof Approved By} column (and as everyone approves their names appear in this column. When 1 of the 3 people approves the proof and their name gets added to the {Proof Approved By} column I want it to record a date in another column (currently set up as: {testing automation: Dont delete})

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    You would set up a Record A Date automation and use multiple triggers. Would you want it to record a new date if another one of the three approves, or just lock in that first date?

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

  • Yeah, I've tried a couple variations, but I'm newish to automations and none of them have worked so far. No, I don't need to record a new date if another one approves, just the first one.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Of course you will need to select the appropriate fields and options, but the basic idea is that you will have multiple triggers and a condition of the date field being blank. Field names / options aside, it should look like this:

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com