Save as new - not pulling through the timestamp info

Kylie D'Costa
Kylie D'Costa ✭✭
edited 12/09/19 in Smartsheet Basics

Hi SS users!

Need your wisdom!

We use (and LOVE) workflow approvals for many of our processes. However as we deal with such a large volume or transactions (1500 per month) I remove data monthly via "Save as New", eg a new sheet named "RFIs June 2019".  This solves issues we started having with slowness and keeps our live dashboards refreshed with only current month data.

The problem we have is that in this new sheet where I have saved June's data, we are losing the timestamp information. And this is critical for auditing purposes.

Any idea how we can prevent this one from happening? Its one of the most important pieces of information we collect, and we are loosing it!!

Thanks heaps