Automation of additional line items and events once original event date created
I am trying to create a detailed calendar for my team.
I would like it so that when I create an event, depending on the event type, Smartsheet knows to create additional events on certain dates before and after this original event. I would like the rows to be added automatically to the sheet once the original event is created.
For example
1st January - Event added to Smartsheet
Smartsheet recognises - Create event 14 days before this event and create event 14 days after this event as pre-reminders and post-reminders that are then visible on the calendar app
Is this possible?
Thank you!
Answers
-
Hi @RhiannaHead
Here is a solution. (7 days, not 14 days for pre or post-events)
When you add a row with an event name and date (the original date) to the calendar sheet, it copies the row to three copier sheets. Then, the copier sheet copies the row back to the calendar sheet with new [date], and [suffix] columns.
To prevent automation errors, we add the condition that the suffix is blank to the calendar sheet's automation.
The calendar view sets the [Date] column as the date to display and uses conditional formatting to indicate which events are pre-, original, or post. (conditional formatting example, at the bottom)
(Link to Published Sheet: calendar view)
Form to test the above solution. (Login to Smartsheet is required to prevent abuse.)
https://app.smartsheet.com/b/form/3c84af2e908e43cab33ed87dc3ea4f93
Solution Structure
(Link to Published Sheet: grid view)
Automation of calendar sheet
Copier -7
[Date] =[Original Date]@row - 7
[Original Date]:[Original Date], [Original Date]@row), 0)
[Suffix] =" - Pre"Copier's automation
Copier +0 and Copier +7 have the same structure as the Copier -7. (However, they add different dates, 0 or 7, and have different [Suffix], - Org or - Post.
Copier +0 Example
[Date] =[Original Date]@row
[Suffix] =" - Orig"Calendar Sheet Conditional Formatting
If you want to change the calendar title like Event - Pre, Event - Orgi, or Event - Post, please change the columns so that the Event + Suffix column becomes a primary column.
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