Automation with Gantt chart sheets
I have a sheet created from project plan with Gantt chart template. It has naturally duration, start and end date columns. I added baselines to it.
I also have Status column and '% complete' column.
I am setting up a set of automations that keep all 4 columns in sync:
- if status is complete - % complete must be 100
- if user sets % complete to 100 - to change the status to complete
- If the status is Complete - set the end date to today
- If the status changes from 'Not Started' to 'In Progress' - set start date to today
It looks like I made first two working (I added even a filter to consider only rows without children). But when I try to use RecordDate automation I receive the error 'No date columns available'.
Hence, I cannot configure last two automations.
Initially I thought it is date/time vs date related. If I create a test Date column (it seems I cannot create date/time column) I can see that test column available for automation. Columns that came from a template and their base line counterparts are date/time, but I set 'date only' checkboxes on all 4 - still not visible by automation.
As far as last automation - is it possible to configure that in the first place? Checking for status 'In Progress' is not enough - as it could move from 'Complete' back to the 'In Progress', in which case I don't want to set a new start date.
Answers
-
Hey @Vadim K
Smartsheet has a history of issues when it comes to time/date. For a long time date/time columns were not a thing and only obtainable through templates. I don't think there is a simple fix to your issue and on top of that if you read in the record a date page from Smartsheet it states the below information.
- Record a date cannot set start and end dates that are automatically calculated using predecessor or parent rollup dependencies.
You might be able to solve your issue via IF formulas and another date column.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.9K Get Help
- 441 Global Discussions
- 139 Industry Talk
- 471 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 68 Community Job Board
- 496 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!