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Add new text from one cell to an ongoing list in another

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Jade_Payne
4 - Data Explorer
4 - Data Explorer

Hi everyone,

I'm trying to solve a workflow/formula problem I've run into.

Goal: I am building a task tracker, and it's important we have a history of steps already completed for each task. I have built a table that lists the tasks, and one of the columns is for "Most Recent Update," where team members can enter a description of the current status of the task (e.g., Jon talked to Kathy, and they want to present it during the next meeting).

Issue: I want to somehow automate the transfer of any new/edited text in this field to an ongoing list of all the previous "Most Recent Update" edits. In my head, this would be a bulleted list in another column that has a bullet added to it every time the "Most Recent Update" column for that task is updated. I don't want to just have a column with an ongoing bulleted list that folks edit as the interface version of this table needs to be user friendly, and I want to be able to show just the current "Most Recent Update" text without the history in some instances.

Question: Is this possible? Is there a better/easier way to go about capturing this information that I'm missing?

Thank you!

1 Solution

Accepted Solutions
TheTimeSavingCo
17 - Neptune
17 - Neptune

Yeah, you can use an automation to do this. I set something similar up here for someone else, but it's basically what you need

Screen Recording 2023-07-19 at 11.24.18 AM.gif

And the automation looks like this:
Screenshot 2023-07-19 at 11.25.07 AM.png

You should be able to view the automation set up fully after duplicating the base too

 

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1 Reply 1
TheTimeSavingCo
17 - Neptune
17 - Neptune

Yeah, you can use an automation to do this. I set something similar up here for someone else, but it's basically what you need

Screen Recording 2023-07-19 at 11.24.18 AM.gif

And the automation looks like this:
Screenshot 2023-07-19 at 11.25.07 AM.png

You should be able to view the automation set up fully after duplicating the base too