Conditional Locking

stephanie.blake67241
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.

Comments

  • 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!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    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.

  • 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.

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com