Budget Tracking
Hi,
I'm trying to put together a budget for change orders and I want to have the value of the "total" cell of the change order show in a "remaining" cell if "NO" is selected from a drop down. I have been messing with the automation for an hour and I just can't figure out what the formula needs to say to show the value. Please help!
Thanks,
Alec
Answers
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I hope you're well and safe!
Can you share some screenshots of what you got? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Andrée Starå Please see below. If "accounted for" is a "no", I wanted the same value from the amount column to be shown in the "remaining" column. I've also included a screen shot of the workflow. Thank you!
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Happy to help!
You can't add formulas to the Change cell value option. It would have to be a formula in the cell instead.
Try something like this.
=IF([Accounted For]@row = "No", Amount@row, "")
Did that work?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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OK, we are getting there! When I input the formula by itself, it works! But when I put it into automation, it adds an apostrophe before the "=", so it doesn't work. I'm going to fill the whole column with the the formula to make it work. Maybe it just doesn't work on automation??? Thanks!
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