How to update dates to a new future date
Hi I use smartsheet as payroll check system.
I normally maintain a group name, pay date, direct credit date.
For some groups we pay weekly and for some we pay fortnightly.
How do i automate date column with future date once i complete the payroll on certain date.
Example
Group Name Payroll preparion Date Direct Credit Date
Alfa 22/07/2019 22/07/2019 - This payroll is completed
Future Payroll
Group Name Payroll preparion Date Direct Credit Date
Alfa 29/07/2019 29/07/2019 - Future payroll Date.
( this should be automated)
Can some one help please.
Comments
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Hi,
There are a few ways to set it up. Here's two.
- Template set up for multiple Payrolls and structured with a defined pattern (every seven days, each month)
- Using a third-party integration like Zapier and automatically create a new row based on the former one with the correct dates.
Would any of those options work?
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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Hi Andree,
Thank you for inputs.
Option 1 seems to be lot of manual and let me think about the option 2.
Is there any possibility to update smartsheet automation rules. SS Automation rules also have lots of limitations.
-
Happy to help!
Option 1 would be more work when setting up the template structure but not ongoing.
Not sure I follow! What do you mean with updating the Smartsheet automation rules? What would you want to happen?
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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