Formulas and Functions

Formulas and Functions

Ask for help with your formula and find examples of how others use formulas and functions to solve a similar problem.

Automation Workflow

Hi, Can someone help me create an automation workflow that will automatically move data from the current sheet to another when it's more than 12months?

Thank you in advance.

Best Answer

  • ✭✭✭✭✭✭
    Answer ✓

    I build this automation for a claims tracking sheet. It's based on the creation date of the claim, which is setup as a Auto-Number/System column for Created (Date). I think a similar automation would work for you, just change the Condition to 365 days. If you specifically need it by months, you might need to build a helper column to calculate the number of months.

    image.png


Answers

  • ✭✭✭✭✭✭
    Answer ✓

    I build this automation for a claims tracking sheet. It's based on the creation date of the claim, which is setup as a Auto-Number/System column for Created (Date). I think a similar automation would work for you, just change the Condition to 365 days. If you specifically need it by months, you might need to build a helper column to calculate the number of months.

    image.png


  • ✭✭

    Thank you, Jason.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!

Trending in Formulas and Functions