Detect Change and Automate Update in Cell

Hi! I’m new to the SmartSheet community. If any of the values in columns named Date, Shift (drop down), Staff Name (drop down) or Role (drop down) change and the value in column called SSU Supply (drop down) says Added, I want the item in a column SSU Supply to change to Update. I hope this makes sense and any help would be greatly appreciated.

Best Answer

  • Melissa Dudley
    edited 09/30/20 Answer ✓

    Thanks so much for the quick response, Andrée Starå! I'll shared a copy of the sheet with you and here is the general process.

    1) When scheduling our staff members, we add the date, shift, name and what role they are filling. In the SSU Supply column, we select "Not Added."

    2) We manually add the person's name, date and shift they are working into another department's system - the SSU Supply (I know... this isn't the best workflow but it's just the way it is). Once this is done, we update the SSU Supply column and select "Added."

    3) However, if we already added someone to the SSU Supply but need to either change the day they are working, shift they are scheduled for or switch the person out for another, we want the SSU Supply column to auto update to "Update."

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Melissa Dudley

    Welcome to the Community and the wonderful world of Smartsheet!

    Is it always the same values that changes?

    Can you describe your process in even more detail and maybe share the sheet(s)/copies of 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)

    I think we could create a solution with the help of so-called helper columns and a copy-row workflow.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    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.

  • Melissa Dudley
    edited 09/30/20 Answer ✓

    Thanks so much for the quick response, Andrée Starå! I'll shared a copy of the sheet with you and here is the general process.

    1) When scheduling our staff members, we add the date, shift, name and what role they are filling. In the SSU Supply column, we select "Not Added."

    2) We manually add the person's name, date and shift they are working into another department's system - the SSU Supply (I know... this isn't the best workflow but it's just the way it is). Once this is done, we update the SSU Supply column and select "Added."

    3) However, if we already added someone to the SSU Supply but need to either change the day they are working, shift they are scheduled for or switch the person out for another, we want the SSU Supply column to auto update to "Update."

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!