Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

The sheet Owner and Admins can add Record a date actions.
 

Set the current date with the Record a date action

Use the Record a date action to set the current date when a workflow is triggered. The sheet owner's personal account settings define the timezone of the date set.

PLANS

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Permissions

The sheet Owner and Admins can add Record a date actions.
 

Get started with the Record a date action
View of the Record a Date action setup.

Create a Record a date workflow

  1. Select the Automation > Create a Workflow.
  2. Inside the workflow editor, scroll down to the action selector and choose Record a date.
  3. On the Record a date action block, choose a Date field. The Record a date action type only sets dates into date columns. A message appears if there aren’t any date columns on the sheet.

If someone deletes or changes a Record a date workflow’s target date field to another column type, the workflow gets disabled, and sheet admins receive an email notification. 

Keep the following notes in mind when setting up actions: 

  • In cell history and activity log, you see the change attributed to Smartsheet Automation
  • Record a date is a terminal action, and it doesn't accept any other conditions or actions in the workflow.
  • Smartsheet doesn't currently support relative dates (5 days from today, 3 days ago).
  • Record a date cannot set start and end dates that are automatically calculated by predecessor or parent rollup dependencies.
  • Each time a Record a date workflow is triggered, it overwrites any previously recorded date value.
  • To prevent infinite approval loops, cells containing cross-sheet formulas or cell links don't trigger automations that automatically change the sheet (Move Row, Copy Row, Lock Row, Unlock Row, Approval Request, Record a Date, Assign People, Change Cell, Clear Cell). To work around this, consider using time-based automations or recurrence workflows. 
  • Update cell actions need time to update the sheet, especially if there are multiple workflows. 
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