I have a drop-down list with a list of statuses. Is there a way to use a formula or something to record the number of days a record was in a particular status?
Any help is appreciated.
Hi @Adam Smith
Yes, you can use the newly released feature, Record a date.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
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
W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Hi @Andrée Starå,
Thank you for your reply.
The problem with using that feature would be that the dates can be overwritten. Let me elaborate on my scenario.
I have a sheet for client onboarding. A client goes through a set of status before they are live. While progressing a client can decide to put the process on hold. A client can go on-hold more than once as well. I just want to get the total number of days a client has been on-hold so that I can reduce the on-hold time from total time taken to onboard.
Hope I make sense.
Happy to help!
Would it work if we added something like Hold 1, Hold 2, Hold 3, or something similar to the dropdown list?
Sorry, I don't think that I follow. How would that help?
The current list I have is as follows.
Just to reiterate I need the no of days a record has been in the On-hold status in a separate column.
We would use multiple so-called helper columns to measure the time from Hold 1, Hold 2, and so on.
Understood. Can you please elaborate on how I can set this up?
I managed to figure it out with the use of helper columns + record date workflows. To get the duration to record two instances where a status changed to on-hold, I had to create 10 columns.
En1, En1 Date, Ex1, Ex1 Date, 1st duration, En2, En2 Date, Ex2, Ex2 Date, 2nd duration.
Basically, set up formulas to set a value if the condition was true, then used workflow to record the date and NETDAYS to get the durations.
Anyway, it works 😁...
Is this how you would have done it?
Thank you for your assistance.
I have data in Excel that I need to import on a weekly basis into Smartsheet (lets say columns A-F) I would like to have columns (lets say G-H) with formulas. How do I import data each week replacing the previous week's data (only columns A-F) without overwriting the formulas? Is it possible to do this via Datashuttle or…
Would it be beneficial to include an option that enables a forms user to complete a form and then initiate a new submission for the same form. Currently, users can navigate back using the browser's back button, but they are required to overwrite all the previous answers, which can be cumbersome.
How do i export a SINGLE row to a SINGLE CSV file? and how could this be triggered automatically?
Help shape the future of Smartsheet.
Share your ideas and feature requests.
©2024. All Rights Reserved Smartsheet Inc.