edited 02/28/24

So, I'm looking to essentially trigger a value if a certain box is checked (indicating amount due was paid) to then transfer that due amount into the paid amount column. I'm struggling due to my limited knowledge, but the formula I've been working on is =IF(checked[Lift Paid@row6], =[Lift Amount Due]@row6).

Is it an issue that I'm referring to the column name as what I named it vs. "Column C"? Should I not be identifying the row number? Ideally this would become a column formula, not just in this row I'm testing it out on.

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Good attempt, I've attached a screenshot below that may be helpful.

Column formula above: =IF([Lift Paid?]@row = 1, [Lift Amount Due]@row, "")

You'll just need to modify the formula to fit the name of your columns :)

Cheers,

Ric

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Good attempt, I've attached a screenshot below that may be helpful.

Column formula above: =IF([Lift Paid?]@row = 1, [Lift Amount Due]@row, "")

You'll just need to modify the formula to fit the name of your columns :)

Cheers,

Ric

• Is there a way for me to then zero out the due amount? Or would that cause an unparseable equation because it would null it all?

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When you say zero out the due amount, do you mean calculating the balance to be paid? For example, if the balance due was \$100 but then there were multiple partial payments (e.g. 2 x \$50, 4 x \$25)?

If yes, I would create a new column (partial payment) on the right of the paid column (e.g. balance due), or use row and hierarchy's to manage that, more info from Smartsheet here https://help.smartsheet.com/learning-track/level-1-get-started/rows-and-hierarchy

If not, could you give an example?

Cheers,

Ric

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