Multi-tracking users in a locked column based on a cell change unlocked column for all records

Clemente Inocente

I think this requires some function list designing, for the automation feature does not allow this based how our complex sheets are setup. In our tracking Smartsheet, we're trying to systematize the multi tracking of our users (Techs) into a locked column.

User 1 (Tech 1) is assigned a record (ticket #) in "Assigned To" unlocked column , but User 2 (Tech 2) logs in and goes to "Status" (unlocked column) and updates it's record from a pull down menu to "Finalized." We want to track the user (Tech#) who finalized that record in it's own column "Finalized By" (locked).

In short, we're mulit-tracking Techs who are assigned a ticket and either the same or another Tech finalizes a ticket within our sheet; we'll eventually report which Tech who finalized respective ticket. Hope that makes sense, ahh lil help please and thank you in advance.

Andrée Starå

Hi @Clemente Inocente

I hope you're well and safe!

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

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!

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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Clemente Inocente

Hola Andree @Andrée Starå ,

Happy Friday, thanks for the kind words, hope all is well & safe,  I actually go by Andre (almost too), and not to confuse the community hahaha. Anyhow, I believe I was able to utilize another solution within our sheet: "Activity Log" Track and View Sheet Activity | Smartsheet Learning Center however I still want to look deeper into your solution Andrée, which I did initially brainstorm a bit before posting and kinda of suspected I would probably do some cross sheet formulas and maybe a VLookup while drafting my instruction set solution. Thanks for marrying those two ideas though, feels like that’s promising way in tracking the alternative tech who marked a ticket as finalized.

 

Community & @Andrée Starå ,

On a different path, is that "Activity Log" table referenceable and play nicely within our sheets? Ideally, automating these entries to see if Tech X closed Tech y's ticket in our tracker sheet would be a homerun for us. For now, I can manually download that into a .csv file and pivot table/report off it. Justifying our sheet restriction reasoning, we really don't want any tech to alter that column in our tracker sheet, and finally be able to report of that. Can anybody advise if that's doable and how to? Thanks all for your shares too.

 Good Days,

 Clemente "Andre" Inocente