Help with a dynamic status column
Hi-
I have a {{Status}} which is a drop down containing the follow options "Not Started", "In Process", and "Complete". I have 4 columns which are checkboxes. I would like the {{status}} to dynamically update based on the check boxes in the columns.
If all the checkboxes@row = 0 then status would be "not started" but if any of the checkboxes = 1 then the status would be "In Process". When all the checkboxes = 1 I'm hoping the status can return a "Complete" status.
Best Answer
-
Hello, @JIM_AFO ! I believe I have a formula that will work for you. Please let me know if it helps!
=IF(AND([Gather Bank & Investment Statements]@row = 1, [Complete Accounting & Update Workpapers]@row = 1, [Review of accounting]@row = 1, [Ensure checklist is completed]@row = 1), "Complete", IF(AND([Gather Bank & Investment Statements]@row = 0, [Complete Accounting & Update Workpapers]@row = 0, [Review of accounting]@row = 0, [Ensure checklist is completed]@row = 0), "Not Started", IF(OR([Gather Bank & Investment Statements]@row = 1, [Complete Accounting & Update Workpapers]@row = 1, [Review of accounting]@row = 1, [Ensure checklist is completed]@row = 1), "In Process")))
Amber Eakin, MSLS, M.Ed.
Adult Education Specialist | Process Improvement Enthusiast
Answers
-
Hello, @JIM_AFO ! I believe I have a formula that will work for you. Please let me know if it helps!
=IF(AND([Gather Bank & Investment Statements]@row = 1, [Complete Accounting & Update Workpapers]@row = 1, [Review of accounting]@row = 1, [Ensure checklist is completed]@row = 1), "Complete", IF(AND([Gather Bank & Investment Statements]@row = 0, [Complete Accounting & Update Workpapers]@row = 0, [Review of accounting]@row = 0, [Ensure checklist is completed]@row = 0), "Not Started", IF(OR([Gather Bank & Investment Statements]@row = 1, [Complete Accounting & Update Workpapers]@row = 1, [Review of accounting]@row = 1, [Ensure checklist is completed]@row = 1), "In Process")))
Amber Eakin, MSLS, M.Ed.
Adult Education Specialist | Process Improvement Enthusiast
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.9K Get Help
- 441 Global Discussions
- 139 Industry Talk
- 471 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 68 Community Job Board
- 494 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!