Date Tracking
I need to track dates based on the milestone change. But i'd like to keep this in a separate sheet, but also include other key columns in order to create report.
Example:
Sheet 1 contains all data, Customer, ID, Milestones (drop down menu: received, submitted, etc.)
Sheet 2 - need Customer, ID, and date that the milestone changes - this sheet contains columns that match the name of the milestones in sheet 1.
I know how to set the workflow to track a date into a column on the same sheet, but can I have it record a date instead in Sheet 2 and also copy the customer and ID as well?
thank you!
Answers
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I hope you're well and safe!
You could copy the row to the other sheet when the dates change.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I will try that. I think I will end up with a gazillion rows for the same project (ID) for every date stamp. Is there a way to not duplicate the rows, but fill the appropriate column? Does that make sense?
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Would you like the date to update with the same date in sheet 2, so it shouldn't create new rows?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Each ID will have multiple dates to be tracked.
EX: ID 1234 will have a received date, then when it changes to submitted, that date would populate in the same row for ID 1234 where the received date is.
Make sense?
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Try something like this.
You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.
To connect them row by row, you'd use an Autonumber Column in the Source sheet and add a so-called helper column to manually add the row id on as many rows as you think you need in the Destination sheet.
Would that work?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I'm confused about this: To connect them row by row, you'd use an Autonumber Column in the Source sheet and add a so-called helper column to manually add the row id on as many rows as you think you need in the Destination sheet.
my rows get sorted so many ways the rows would change. that would mess them up correct?
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No, it should be fine because we use the Auto number and then the manually added number on the destination sheet, and they would stay connected in whichever order the rows are.
Make sense?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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thanks! i'll give that a try
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You're more than welcome!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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