How can I

tony.cimino

I'm trying to find a way of updating the column Term Expiration Date with the New Term Date column. I currently have a workflow that once a date is entered into the New Term Date it copies that row to a new sheet.

The problem that I am running into is if I use the Data Mesh, or Data Shuffle it tends to update automatically. If I use a function of =if the Term Expiration Date will either be blank or be copied to the new sheet.

I'm currently setting up a metric table that calculates the days between those 2 dates.

Isaac A.

Hi @tony.cimino!

Thanks for sharing the details of your workflow! It sounds like you want to update the "Term Expiration Date" column with the "New Term Date" when a new date is entered while ensuring that your metric table calculations remain accurate. Here are a few things to consider:

1. Formula Considerations (=IF())
   If you're using a formula like =IF([New Term Date]@row <> "", [New Term Date]@row, [Term Expiration Date]@row), it dynamically updates based on the "New Term Date". However, if the row is copied to another sheet, the formula may break because it's referencing a value that no longer exists in the original sheet.
2. DataMesh & Data Shuttle Scheduling Options
   If you're experiencing automatic updates when using DataMesh or Data Shuttle, keep in mind that both tools allow you to set an execution frequency rather than syncing immediately:
   • DataMesh: If you’ve set an execution frequency, it will run at the next scheduled run time. Learn more here: Run a DataMesh config
   • Data Shuttle: When you enable Run on Schedule, Data Shuttle will check the source location at a recurring interval and automatically update the target sheet with any changes found. More details here: Create an upload workflow in Data Shuttle
3. Alternative Approaches to Control Updates
   • Use a Checkmark or Status Column: Instead of triggering updates automatically when a New Term Date is entered, add a checkbox or dropdown status column (e.g., "Confirmed Update"). Your automation can then update the Term Expiration Date only when this field is checked or set to a specific value, preventing unintended updates.
   • Retain Historical Data: If maintaining previous expiration dates is important for tracking changes, consider adding a "Previous Expiration Date" column. This way, when a new term date is entered, an automation or DataMesh configuration can move the old expiration date there before updating "Term Expiration Date".

I hope this helps!

Cheers,
Isaac.