Additional workflow/automation actions

Elvis_PElvis_P
edited 12/09/19 in Formulas and Functions
08/27/19 Edited 12/09/19

Scenario: In our project, we have a weekly reporting cycle. In some of our sheets, we have a field that is "previous status" or "previous actions" or other similar ones, you get the idea.

Desired action: have an automated flow where, once the end of the cycle is reached (any configurable date, friday evening for example), the values in column "previous status" gets replaced with whatever is in the "updated status" column.

I feel like there may be a way to do it with formulas and the "today" function? What do you think?

Now that we're on the subject, additional actions like "generate extraction" or "move entire sheet one row down/one column to the right" could also be good ideas maybe?

Cheers,

Elvis

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Elvis,

    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, [email protected])

    Hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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