How to obtain most recent date a row/task was modified by a person (versus system or formula)

Halina W

Hi,

I am trying to see/report if the project manager and/or task leads are updating their task status on a weekly basis. They use Dynamic View to do this.

I currently capture a date using the MAX (modified date: modified date) function in the sheet summary but this date also includes updates triggered by formulas (e.g. health ball color.)

Any help would be greatly appreciated.

Halina

Kerry St. Thomas

You can set up an automation to do this.

Trigger: When rows are changed, when field "Task Status" is changed
Action: Record a Date into a Date column you create expressly for this purpose (maybe called "Last Status Update" or something like that).

Since Record a Date is a terminal action for automations, you'd have to create multiple similar automations if you also need to comment things like if things are reassigned, or other variables.

Good luck!

Hollie Green

You can create a column to capture this and set up an automation to record a date when a specific cell is updated. Below is an example of the automation I used on one of my sheets.

Kerry St. Thomas

You can set up an automation to do this.

Trigger: When rows are changed, when field "Task Status" is changed
Action: Record a Date into a Date column you create expressly for this purpose (maybe called "Last Status Update" or something like that).

Since Record a Date is a terminal action for automations, you'd have to create multiple similar automations if you also need to comment things like if things are reassigned, or other variables.

Good luck!

Halina W

Thank you. I was able to add the automation and it works.

Is there anyway to also capture who made the update? With the automation the Modified By cell gets set to automation@smartsheet.com.