Setting Up Rules

dcabras

Hi

I would like to know how to set up a rule where if a certain selection is made from a drop down in a cell that it automatically prompts you to complete a related cell.

For example:

If a member of my team update the Recruitment Status for a vacant role to show 'Offer Made' I would like a prompt set up to automatically complete the 'Offer Accepted Date' column. 

Is there a way to do this or is that too sophisticated?

Andrée Starå

Hi,

You could use conditional formatting to color the cell/row, or you could have a cell on the side of the dropdown that would show the message (could also be placed elsewhere in the sheet)

Would any of those options work?

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Paul Newcome

I generally use both of Andree's suggestions at the same time. I'll have a "Next Step" column that displays just that, and conditional formatting based on where in the process we are.