Remove Recorded Date When Card Is Moved Out of 'Completed' Column in Board View

System
System Employee
edited 05/09/25 in Smartsheet Basics
This discussion was created from comments split from: Record a Date automation keeps updating to today's date..

Answers

  • Automation Record a Date

    I am using the Board View in Smartsheet to track tasks. I have set up an automation action to record a completed date this is set up through Grid View. When I move a card in board view to the completed column it automates a completed date on card. this works wonderfully. If I change view to grid view it populated a completed date in completed column as expected. My dilemma, in board view if an item is accidentally place in completed column a complete date is auto recorded and when you move card back to original column it still keeps the completed date. In grid view the complete date stays. How do I automate a completed date that when move out of completed column it removes the complete date. I think this is an easy solution through automation just can't figure it out. Any suggestions would be helpful

  • Gia Thinh
    Gia Thinh Community Champion

    Hi @Louis C

    Just create a new Clear cell value automation workflow to remove the completed date, as shown in the screenshots below. Hope that helps.

    image.png image.png

    Gia Thinh Technology - Smartsheet Solution Partner.
    Email : thinh.huynh@giathinh.tech

  • Gia Thinh
    Gia Thinh Community Champion

    Gia Thinh Technology - Smartsheet Solution Partner.
    Email : thinh.huynh@giathinh.tech

  • Gai Thinh

    Thank you very much that work great I knew it was something simple to accomplish I appreciate the help