Alert(s) Updating a "Count" Sheet?
I have an end user I am trying to build a records sheet for and I can't figure out how to accomplish a change count cleanly. We have thousands of rows/records in a sheet with one of the fields/columns being a Status.They do a monthly review of how many records moved to different statuses in that month and I want to automate that a bit.
I reviewed the Activity Log but didn't find the export to be quite clean enough for an easy count. I then moved to Alerts which allows me to set the status change and conditions perfectly, but it is forced to be an email when I would much rather have a counter (N+1) or a column field flipped that can be reset at the end of the month.
Is there a clean way to automate this that I am missing? I have attached a screenshot of what I am sort of thinking; The data would change and counter would add 1 if condition was met (status becomes released).
Comments
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Right now, accessing the Activity Log is the only way to track when a specific action happens.
Feel free to submit a product enhancement request though...
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Hi,
A possible workaround could be to use a third-party service like Zapier or similar.
Would that be an option?
Hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thank you both for the responses.
The end user isn't very tech savvy and we are trying to do an initial build out and then let them roam so that we aren't providing continuous support so I'd prefer to keep it within the app.
The user has already approved using alert emails to manually track their changes so I will just keep an eye open and if functionality gets launched I will review it with the user.
Thanks again! -
Happy to help!
I'll get back to you if I think of something else!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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^^ What he said. ^^
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