Set the Current Date with Record a Date Action

02/27/21
Accepted

How can I set the automation so that it only records a date in the row that is being updated? At the moment it is updating every row in the sheet when a single row is being updated.

https://help.smartsheet.com/articles/2481986-set-the-current-date-with-record-a-date-action

Best Answer

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    @James Larsen

    You're more than welcome!

    It depends on how the sheet is structured, but one way would be to have the workflow trigger set to run when a specific change happens and maybe combine it with a condition to not trigger for everything.

    Make sense?

    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.

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @James Larsen

    I hope you're well and safe!

    What have you set the Workflow to check for?

    Can you describe your process in 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, [email protected])

    I hope that helps!

    Be safe and have a fantastic weekend!

    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 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.

  • Thanks Andree, nothing confidential yet!

    What I am trying to do is as follows:

    1.    Sheet 1 contains a list of contacts, details and current status,

    a.      A weekly update request is sent via automation workflow,

    b.     Contact completes update,

    c.      Triggers copy of row to be transferred to a “record sheet”.

    2.    Sheet 2 “record sheet” contains a copy from each week’s updates for analysis and dashboarding. Enables tracking and reporting of status over time for each contact

    Does that make sense or is there another way to achieve it?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @James Larsen

    Happy to help!

    Where do you want to record the date and when?

    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.

  • Thanks Andree,

    I am really only trying to use the date to trigger the transfer to the record sheet but the "set-the-current-date-with-record-a-date-action" updates every row in the sheet NOT just the row being updated.

    How can I set the automation so that it only records a date in the row that is being updated?

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    @James Larsen

    You're more than welcome!

    It depends on how the sheet is structured, but one way would be to have the workflow trigger set to run when a specific change happens and maybe combine it with a condition to not trigger for everything.

    Make sense?

    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.

  • Thanks Andree, will try that!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @James Larsen

    Excellent!

    You're more than welcome!

    Remember! 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 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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