Creating new column based on data in a different row/column

andreahq

Hi,

I have a very interesting source of invoice data that I need help cleaning up.

1)

• Each Invoice has 2 rows that have data related to it (see screenshot)
  • the first row has general info ant a true/false field on what stage it's on
  • the second row has dates for the sent column

I would like to create a new column for "Invoice date" based on the date in the column E, if there is no date, leave blank.

2) there are cases where there are multiple dates in the column (see screenshot below)

I figured I could use split text to columns and use a similar logic to the item above, but would like to be able to pick the earliest date as the data to go into the "Invoice date" column.

Thank you

geraldo

@andreahq 

Attachment workflow with example for case 1 and case 2.
with the necessary adjustments you will be able to meet your objective

CreateNewColumn.yxmd