Automation Help: Regarding Proofs
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
-
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?
-
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.
-
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:
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.4K Get Help
- 364 Global Discussions
- 201 Industry Talk
- 430 Announcements
- 4.4K Ideas & Feature Requests
- 137 Brandfolder
- 129 Just for fun
- 128 Community Job Board
- 446 Show & Tell
- 28 Member Spotlight
- 1 SmartStories
- 284 Events
- 35 Webinars
- 7.3K Forum Archives