Capture name of last associate to edit / close out a line

Warren123

Hello,

I need to know who worked a specific line in Smartsheet. I currently am using the "modify by" column type and a drop down list column with names. They both seem to be unreliable because the "modify by" column type changes when the line moves from the working sheet to the archive sheet and the drop down list column isn't always filled in by the associate.

Is there a way to automatically generate the name of the person who completed an item? My current automation moves a line from the open list to the closed list when a box is checked.

Jeff Reisman

@Warren123

I don't think there's a way to do this automatically, and I have looked!

You could use a workflow that sends an update request to the "modified by" user when the status changes to complete (or whatever your criteria is.) Include a drop down list column where they can select their name. This way they are at least getting a system prompt to fill that in.

Andrée Starå

Hi @Warren123

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

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Jeff Reisman

@Warren123

I don't think there's a way to do this automatically, and I have looked!

You could use a workflow that sends an update request to the "modified by" user when the status changes to complete (or whatever your criteria is.) Include a drop down list column where they can select their name. This way they are at least getting a system prompt to fill that in.