Record a Date Automation
Hi!
Has anyone found a way to use Smartsheet automations to update a date filed a SPECIFIC date?
I want to find a way without building a helper sheet, or wasting space with helper columns, to record a specific archive date once a project is marked as "complete." I would like to archive all completed projects, regardless of when complete on the first day of our fiscal year.
In summary, if Project Status is "Complete" record "06/30/2025" in a date field, if false, then date field is blank.
Thanks!!!
MW
Answers
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You can’t record a date like that. How ever if you do an automation to change a cell instead you can make it be what ever you want.
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Could you not create an automation to run once only on the first day of your fiscal year (say at 5pm) on 6/30/2025 (recurring annually), where condition project status = complete, record date 06/30/2025? I pasted a version of this in the image below using a sheet I have so obviously the fields aren't accurate, but would this not work for you?
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@MWilkesen so glad it may work for you! Happy to help. Sometimes (at least for me) I tend to over think things lol.
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I was definitely overthinking this one!!
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