Copying Date columns and making them editable from reports
Back again with what I hope is a simple fix.
Background - I am creating a global project tracker, used to manage and maintain over 2k current projects and ~100 new/ intake projects on a monthly basis.
Requirement - The intake form feeding the SmartSheet is asking for a Start Date (intake), Launch Date (intake) and Closed Date (intake). I have three additional columns called Start Date, Launch Date and Closed Date which will be maintained by the project managers updating their reports. I need to be able to copy the three dates captured at intake into the dates the PMs will be maintaining. The intake dates will be locked and will not be visible to anyone, but will be used to gauge differences in delivery dates upon completion.
I can't use the update Date workflow, as this just inputs the current system date and not the date I want copying over. I can use index, as this will always show the intake date and the project may be delayed and these dates will need to be different. I have created a formula to copy it over, but by doing this it will then not allow for the PMs to update the dates from reports, due to the column have a query in it.
Any suggestions here would be much appreciated.
Help Article Resources
Check out the Formula Handbook template!