Copying a value from one column to another when triggered
Hello -
I have a sheet that has a project start date column and an end date column. When the project is approved, I would like those dates to be copied into another column (as "start date" - "end date"), or if necessary, a two columns (one for each of the dates). Once the dates are copied, I do not want them to update further.
I assumed I could create a workflow rule that is triggered when the status goes to "approved" and use that to change a value when specified criteria are met. However, when the workflow rule runs, it places the formula in the column, but as text rather than the resulting value that I was hoping for.
I'm hoping to avoid using a secondary sheet for this and would like to keep everything contained on the one sheet. Is this possible?
Thanks, in advance!
Helen
Answers
-
Are you able to provide some screenshots for reference?
-
I'm not sure if a screenshot will help too much, but here goes.
We have a form where people will enter the Start and End date. When the entry comes in, we'd like to stamp the date range in the date range field. Perhaps with a formula like:
=[Start Date]@row + " - " + [End Date]@row
Then we'd like to freeze that entry so that it doesn't change if we later change the Start and End dates.
Thanks for your help,
Helen
-
In this case you will need a second sheet. You would set up a copy row automation to trigger when the original dates are filled in and then use a formula with a cross sheet reference to pull in that static data. You will need some kind of unique identifier on each row to match on.
-
Ah. Okay. We need it to be on the same sheet, so we'll do a manual work-around.
Thanks for the response, Paul.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.9K Get Help
- 410 Global Discussions
- 220 Industry Talk
- 458 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 137 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 298 Events
- 37 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!