Can I delay move a row automation?

SLM

Hi all,

I have a project tracking spreadsheet and am trying to understand if I can delay the move a row automation somehow.

Currently, the workflow is triggered when the project status is switched to Closed. I would prefer that the row is not moved until the first of the month following the status change, so that the closed project data still shows in the dashboard for the month it closes.

Is that possible somehow?

Melissa Boehl

Hello there! Here is my suggestion...

Add the following columns to your sheet. You can simply hide them once they are created so they are out of site and mind.

Column 1: "Completed Date" date type column

Column 2: "Close" checkbox type column

Create these automations:

Automation 1: When the status changes to "Complete", Record a date in the Completed Date column

Automation 2: When the Close column changes to checked, Move the row to .....

Add this formula to the Close column:

=IFERROR(IF(MONTH([COMPLETED DATE]@row) = MONTH(TODAY()), 0, 1), 0)

This will trigger the checkbox to become checked once the month changes to the next. The IFERROR function will address errors resulting from the Completed Date being blank.

I hope this helps!!

Heather_Verde

I would suggest setting a workflow that is triggered on a particular day monthly that would look at specific conditions and then take the action. So for example, When a date is reached -> custom -> Repeat every month -> day on (whatever selection you choose) -> start and end to whatever you choose. Move to Conditions - where Project Status is Closed. Move to setting your Action -> Move rows and select the sheet where you want them moved. (the only issue would be is if some are moved to Closed status in the same month you have set the trigger, unless you have it for the 1st day of the month (not sure on the time so I don't know if there will be a small window of hours that could be affected. Best it to test to see when the trigger happens.)