Approval request workflow with other cell dropdown

Lihi001
Lihi001 ✭✭✭
edited 12/09/19 in Smartsheet Basics

Hello,

I'd like to ask this great community how do I make a formula to work with an approval request, upon approved to update other cell in this row, which is a drop-down type for status (has more than 5 statuses).

i only like when the 'approved' received to updated status to 'Completed' but until then to have that cell open for manual change by the user and maintain the manual changes all they way util approved received...

any advice & feedback is great

Thanks!

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi,

    Unfortunately, that's not possible because as soon as you manually change the dropdown the formula to that changes to complete will be replaced.

    I hope this helps you!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    One suggestion would be that you add another column called Completed. In that column you could enter a formula along the lines of 

     

    =IF(Approval@row = "Approved", "Completed", "")

     

    This will automatically populate that column to "Completed" when the approval is received.

     

    You could then create conditional formatting to change the Status column only to white font on white background if the column Completed is "Complete" which would essentially "hide" the Status column for that particular row.

  • Lihi001
    Lihi001 ✭✭✭

    Thanks!

    but unfortunately this suggestion won't help since I plan to use the card view and like those cards to move automatically to completed column, creating new column will not show in this card view in my workflow...

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    If an additonal column won't work for your case then unfortunately your only two options would be full automation or full manual for the Status column.

  • bzgryzek
    bzgryzek
    edited 05/22/19

    there is a new workflow to lock a row once request has been approved but it does not work yet