Formulas for

Dakota

Is there a way to change a formula to a static value, once a date (or other item) is entered.

ie. So once a formula pulls info it updates the cell. At the end of the month, ( a date is reached) it removes the cell formula, but the info in the cell stays in place.

Purnima Gore

Hi

Could you use another column and use an automation with update cell value?

PG

Toufong Vang

Hi, @Dakota, unfortunately, that is not supported.

If locking the row is not an option (to prevent changes to columns that the formula uses) then you can leverage "Move Row" as a workaround. When you move a row to a new sheet, the dynamic value becomes static IF the corresponding column on the target sheet does not use a formula.

In the example below, (#1) the value in "Mileage - Current" depends on a formula and changes regularly. At month end, a trigger moves the row to another sheet (#2) that has the same columns but has only one column formula. In "Mileage - MonthEnd" that formula sets the value to whatever is in "Mileage - Current". After which a workflow automation moves the row back to the source sheet (#3) where the value "Mileage - Current" subsequently updates but the value in "Mileage - MonthEnd" remains static.

Another approach is to use the automation action, "Copy Row", and copy the row into the second sheet. You then have a cross-sheet formula in the orginating sheet that "grabs" the value from the second sheet. The second sheet has no formulas so the values never change.

Hope this helps!

Andrée Starå

Hi @Dakota

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!

Have a fantastic week & Happy Holidays!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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