Is there a way that I can have a return date once something is "APPROVED"?

fennerb
fennerb ✭✭✭✭
edited 12/18/24 in Formulas and Functions

Hello!

I'm trying to have a cell populate with the date that "APPROVED" is clicked.

Ex: If "DC Ha Review" has "APPROVED" chosen in the dropdown, I wanted the Approval Date column to populate with that date. So, as I've chosen "APPROVED" in that column, the Approval Date column would have today's date.

Any help would be greatly appreciated, please!

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Answers

  • Kerry St. Thomas
    Kerry St. Thomas ✭✭✭✭✭✭

    Make sure the DC Ha Approval Date column is Type DATE. You can then set up an automation with the Trigger being "DC Ha Review" changes to "Approved" then the action is to "Record a Date" to DC Ha Approval Date. One trick you can use is make the condition to be "DC Ha Approval Date" is blank. That way, if someone changes it from Approved to some other status and back to approved, you're capturing THE FIRST TIME it got switched to approved.

    Good luck!

    If this answer resolves your question, please help the Community by marking it as an accepted answer. I'd also be grateful for your response - "Insightful"or "Awesome" reactions are much appreciated. Thanks!

  • jessica.smith
    jessica.smith ✭✭✭✭✭

    Hi @fennerb, you can acheive this with a pretty basic Smartsheet Automation.

    On your sheet, select Automation then Manage Automation Workflows. Then select Create from Scratch.

    Set your trigger to "When rows are changed", when DC Ha Review changes to APPROVED

    Add a condition: Where "DC Ha Review" is one of "APPROVED" AND DC Ha Approval Date is blank

    Select Action: Record a Date and set the column to the DC Ha Approval Date column

    Save and test

  • fennerb
    fennerb ✭✭✭✭
    Answer ✓

    OMG, I haven't done one of these in so long. THANK YOU. I completely forgot.

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