Lock or Store Date/Value Solution without using Zapier

Andrée Starå
Andrée Starå ✭✭✭✭✭✭
edited 06/28/22 in Best Practice

Hi all,

I hope you're well and safe!

I've developed a solution that lets you store the date or value.


You'd use the copy-row automation and a VLOOKUP or combination of INDEX/MATCH to make it work.

We'd trigger the copy-row to another sheet and get the created date/other value and then use the VLOOKUP/INDEX/MATCH to get it back to the main sheet in another so-called helper column. As long as you have a unique id/value that we can use, it will work.


Also, this opens up more options with auto-numbering and similar.

Depending on other workflows, you could reuse one sheet for multiple workflows.


I hope that helps!

Let me know if you have any questions!

Stay safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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