Cell Linking

MeganJones

Is there any way to stop a cell link from updating at once it has been populated?

I am using the INDEX/MATCH formulas to assign a person to a task based off of a state assignment list. Once the task is completed, I do not want that person's name to change, even if the state assignment changes in the future. Any help is appreciated, thanks!

Leibel S

@Paul Newcome

forgot about that...

@MeganJones

See below slightly revised process:

State assignment Sheet would have these columns:

LINE-ID (System Auto Number)

ROW# Column Formula =MATCH([LINE-ID]@row, [LINE-ID]:[LINE-ID], 0)

State

Assignee

Date

Task Sheet would have these columns:

Task

Task Date

State

Assignee

Assignee would have a formula something along these lines. Change the ranges to actual names

=INDEX({Assignee sheet - Assignee range},MAX(COLLECT({Assignee sheet - ROW#},{Assignee sheet - State range},[State]@row,{Assignee sheet - Date range},<=[Task Date]@row)))

Andrée Starå

Hi @MeganJones

Please have a look at my post below with a method I developed that might help.

More info: 

https://community.smartsheet.com/discussion/68589/lock-or-store-date-value-solution-without-using-zapier

Would that work/help?

I hope that helps!

Have a fantastic week & Happy Holidays!

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!

Leibel S

@MeganJones

You can make your state assignments work with dates this way if it changes all previously assigned tasks would not be updated.

State assignment Sheet would have these columns:

State

Assignee

Date

Task Sheet would have these columns:

Task

Task Date

State

Assignee

Assignee would have a formula something along these lines. Change the ranges to actual names

=index(collect({Assignee sheet - Assignee range},{Assignee sheet - State range},[State]@row,{Assignee sheet - Date range},max(collect({Assignee sheet - Date range},{Assignee sheet - State range},[State]@row,{Assignee sheet - Date range},<=[Task Date]@row))),1)

Paul Newcome

@Leibel S Have you tested that formula? Every time I have tried to nest a COLLECT inside of another COLLECT it has thrown an error.

Leibel S

@Paul Newcome

forgot about that...

@MeganJones

See below slightly revised process:

State assignment Sheet would have these columns:

LINE-ID (System Auto Number)

ROW# Column Formula =MATCH([LINE-ID]@row, [LINE-ID]:[LINE-ID], 0)

State

Assignee

Date

Task Sheet would have these columns:

Task

Task Date

State

Assignee

Assignee would have a formula something along these lines. Change the ranges to actual names

=INDEX({Assignee sheet - Assignee range},MAX(COLLECT({Assignee sheet - ROW#},{Assignee sheet - State range},[State]@row,{Assignee sheet - Date range},<=[Task Date]@row)))

MeganJones

@Leibel S this works PERFECTLY!!! Thank you!