Automation - Record a Date
I have a question regarding how to use the automation to set up the following:
when the Notes column is changed, it will record the date. However, it keeps saying I don't have the Date column and actually I have a Start Date column in my Sheet, so I don't know what's wrong with this. Would you please advise me on how to fix this? Thanks!
Answers
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Hollie Green ✭✭✭✭✭
Is your start date set up as a "Date Column" or are you just typing dates into a text column?
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AAL ✭
it is a Date column.
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Genevieve P. Employee AdminHi@AAL
Are you using a Project Sheet withDependenciesenabled? If so, those columns cannot be updated via formulas or workflows, you would need to manually select dates. If you remove dependencies then you can select these columns in workflows
Cheers,
Genevieve
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AAL ✭
Yes, I have to use dependencies in order to get the duration days. So if I want to have a duration (start date and end date) and I want to set the workflow automation such as Notes column change, please record a date, what options do I have? Thanks!
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Genevieve P. Employee Admin
Hi@AAL
In this instance, you'll need to add a new column into the sheet, a new Date column. (Right click on any column name and select this from the dropdown menu). I would perhaps title it something like "Updated Notes". Then you'll be able to select this newly created date column in your workflow!
Cheers,
Genevieve
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AAL ✭
Thank you, Genevieve.
Categories
I hope you're well and safe!<\/p>
There's a known issue at the moment.<\/p>
I'll get back to the post if I can find the thread.<\/p>
I hope that helps!<\/p>
Be safe, and have a fantastic weekend!<\/p>
Best,<\/p>
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