9. Action to update the cell

By updating cell values ​​directly using four automated actions, you can keep your sheet up-to-date and proceed with the process with less effort.

  • Record dateRecords the current date in a cell in the Date column.
  • Assign usersAdds one or more contacts to a cell in the Contact List column.
  • Change cellUpdates the value in a cell in the Drop-down list column, Checkbox column, or String / Number column.
  • Clear the cellDeletes the existing data in the cell.

Example in inquiry response sheet

Assuming that there is a sheet of inquiry response record like the sheet image below, the following automation is performed using actions such as updating cells.

  • XNUMX Form → New inquiry → Add line
    • → Update the values ​​of the person in charge and the confirmer according to the inquiry classification (Assign users
  • Set by the person in charge according to XNUMX-XNUMX
    • → We have not started the correspondence status (Change cell)
  • XNUMX-XNUMX Change of correspondence status
    • → Record the change date (Record date
    • → In case of cancellation Clear the person in charge (Clear cell
  • XNUMX-XNUMX Checked for support 
    • → Updated support status (Change cell)
  • XNUMX Correspondence status has been supported
    • → Request for approval from the confirmer (Approval request)
    • → Approval → Confirmed response status (Change cell)
    • → Record the change date according to XNUMX-XNUMX (Record date
https://app.smartsheet.com/b/publish?EQBCT=577759bf01f548639948da11af061a8c

Record Date Action

The Record Date action automatically records the current date in the selected Date column.Getting the exact date on the sheet helps the team track performance, initiate additional steps in the process, and create an audit trail.

In the workflow below, conditional branching is performed according to the response status that has been started, responded, and confirmed, and the corresponding dates are recorded for each.

Find out more about how to use the Record Date action in your workflow.Help article Set the Current Date with the Record Date action Use the Record Date action to set the current date to the selected field when the workflow is triggered.The date time zone is based on the seat owner's time zone.See "Adjusting Personal Account Settings" for more information. …

Assign User action

The Assign User action automatically adds one or more users to the selected Contact List column.You can quickly assign ownership of new and updated rows in the sheet (you don't have to constantly monitor changes), so task owners can start working with less delay.

In the workflow below, users are assigned by conditional branching according to the classification of inquiries.

Comparison with how to use a function for contacts

In this case, since there are XNUMX or more branches, it was easier to refer to the function VLOOKUP from the table in charge as shown below, rather than creating a workflow. (The article "Functions are now available for contacts" Click here for more information.. )
However, if the person in charge is specified in the workflow action, the person in charge will not change even if the classification is changed later, so in practice, the assigned person will make the inquiry once started regardless of the classification. From this point of view, workflow user assignment may be better. (If it is a function, the person in charge will be changed regardless of whether it is a function. However, if it is a column expression, it can be changed individually.)

https://app.smartsheet.com/b/publish?EQBCT=cddc8cd745cd437683781449f28dee37

Find out more about how to use the Assign User action in your workflow.
Help Article Assigning a User in an Automated Workflow The Assign User action in an automated workflow allows you to use a specific trigger to add an email address or contact to the Contact List column of a sheet. increase. …

Change Cell Action

The Change Cell action automatically updates the values ​​in the selected Drop-Down List, Check Box, or String / Number columns.It has many features such as keeping the status column up-to-date, setting defaults for newly added rows, resetting triggers and repeating other workflows.

In the workflow on the left, the cell value of the correspondence status is changed (not started) with the trigger that the person in charge is decided.
In the workflow on the right, the cell value of the support status is changed to supported by triggering that the supported ☑ box is checked.

Find out more about how to use the Change Cell action in your workflow.
Help article Changing cell values ​​in an automated workflow The Change Cell Value action in an automated workflow can be used with strings / numbers, single-select dropdowns, multi-select dropdowns, and checkboxes. You can enter data in the column. …

"Clear cell" action

The Clear Cell action automatically deletes the contents of the cell.If the task is canceled or the process is rerun, reset the cells in the row to null values.

The workflow below clears the cell values ​​of the person in charge and the confirmer on condition that the correspondence status has been cancelled.In addition, the workflow is summarized as an action that branches by "change in response status" to the workflow that records the date when the change in response status occurred.

Find out more about how to use the Clear Cell action in your workflow.
Help article Clear cell contents using the Clear Cell Value action Use the Clear Cell Value action to remove the contents of the selected field when the workflow is triggered.To create a new Clear Cell Value workflow, click the Automate button, then click Create Workflow. ..