Check all related checkboxes

System

This discussion was created from comments split from: Can you use 2 match criterias in an index/match formula?.

LakeWaconia

I have a similar, but slightly different application. Is there a way that when the checkbox in "Include in Pitch?" is selected that all other "Sales Orders" with the same Sales Order number could have their checkbox checked automatically? I tried various Index(Match, Index(Collect formulas and couldn't make it work. I added some helper rows as well from different threads, using Vlookup on "Row@row-1" but couldn't get that to work either.

Paul Newcome

You would need a helper column with the following column formula:

=IF(COUNTIFS([Include In Pitch?]:[Include In Pitch?], @cell = 1, [Sales Order]:[Sales Order], @cell = [Sales Order]@row)> 0, 1)

Then you would set up a Change Cell automation set to trigger when this helper column changes to a 1 it will change the value in the [Include In Pitch?] column.

Paul Newcome

@LakeWaconia Please see above.

LakeWaconia

Thanks Paul. That worked awesome. Sorry about the double-post. My screen refreshed and didn't see my post. I thought I forgot to hit "Post Comment"

Paul Newcome

No worries. Happy to help. 👍️