Reference Another Row in a Workflow



I have built a workflow that triggers on a specific date then creates a new row automatically (using a method I've outlined in a different post on here) I would like to reference a value in the first row (or even in the second row since it starts as a perfect copy) to append the word "Test" onto the end of the original TaskName.

So on the date that triggers this event we have:

Row1: w/ TaskName = "Create Loading Bar"

I automatically create a Row2

Row2: w/ TaskName = "Create Loading Bar"

Now what I would like to do is have Row2 look at Row1 read the TaskName and then append the word "Test" to the end. In a formula this would look like:

==[Row]1 + " Test"

Unfortunately if I try to write this formula in a workflow it automatically adds a " ' " to the front so it looks like:

'==[Row]1 + " Test"

And therefore will not run the formula and will display the text " '==[Row]1 + " Test" "

Anyone know how to implement this without having to manually change anything?


  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Forklift_Expert

    Currently workflows can only populate/update rows that match the trigger; it can't populate a row that's either above or below the row that has the value that triggers the flow. Workflows also cannot insert a formula as a value, the value has to be actual text or numbers (see the "Note" section at the bottom of this Help Article: Change the Value of a Cell in an Automated Workflow)

    Please let the Product team know about your feature requests by filling in this form!

    You could use a formula in a helper column to add "Test" to the value in a cell above. As long as two rows contain this formula, the next row created will auto-fill with that formula as well (see: Use or Override Automatic Formatting and Formula Autofill)

    This would need to be in a helper column though so that your cells will always have a formula and it can autofill. If you delete out a value and manually type in the cell then it will break the autofill pattern.



Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!