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

fennerb

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!

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

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!

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

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