Auto populating status

s_mawer

Hi

I've created a new smartsheet to track submissions we're making to an outside authority and what stage the are at.  I have a new line for each submission then a column for date the submission prep started, when it was submitted, when it was validated and finally approved. 

I'd like to have a column right at the beginning that automatically said what the current status of the submission was.  So, if the "Date In Prep" column had a date in it but the rest were blank then the status column would say "In Prep", or maybe have a colour symbol.  Then if the "Date Submitted" column was filled in, the status would automatically change to "Submitted".

Is that possible? 

Thanks

Andrée Starå

Hi,

Yes, it is!

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Dave TIppet

Hi,

Would you consider using a form for data entry?  If so, you can set a default status on Submit.

Best of luck,

Dave

Sharad Jain

Hi

How to auto fill Status column in the sheet every time a new request is submitted by filling out the form.

Thanks,

Sharad

Andrée Starå

Hi @Sharad Jain

You can add a default value to the form and hide it if you don’t need to see it.

More info

https://help.smartsheet.com/articles/2481826-edit-or-remove-fields-in-a-form

Would that work?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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