Conditional Locking

stephanie.blake67241 ✭✭✭✭✭
edited 12/09/19 in Smartsheet Basics

Is there a way to lock a row based on criteria in that row? For example, I want the row to lock if the "Tier" column is a "2" or "3." Thanks.


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Stephanie,

    Yes, you can set it up with the help of Alerts & Actions, and you can set it to lock or unlock when the Tier changes for example.

    Would that work?

    Have a fantastic week!


    Andrée Starå

    Workflow Consultant @ Get Done Consulting


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: | | 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 ✭✭✭✭✭✭

    I second Andree's response. I use this very regularly when building out more complex project plans. I will use a helper column to designate which level of hierarchy the row is in. I then set up the automatic lock/unlock rules to lock my parent rows (the unlock is to unlock the row if I change the hierarchy level).

    This keeps me from having to scroll through long sheets looking for any parent rows that I may have missed locking or child rows that I may have missed unlocking.

    I also double that up with conditional formatting to have a specific format set for each level of hierarchy. That helps with consistency throughout while again keeping me from having to look through thousands of lines.