Sign in to join the conversation:
Is there a way to deny being able to check a box complete until an attachment is added.
Thanks in advance
Hi Dustin,
I have a few ideas!
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
Certain tasks get assigned to different people in my company. Some of these tasks but not all require attachments (i.e. construction drawings, permit applications, estimates) I don't want the assigned person to have the ability to check a task as completed until they have attached a document.
Ok.
Do they need to be able to change other things in the rows before they attach the file?
Andrée
Just a completion date.
Sceenshot
Andrée when you say you have a few ideas, are you implying you know of a way to check for attachments? If so, you will be my hero!
I will refresh this thread every 10 minutes looking for a solution!!!
My thought would be to use the Unlock/Lock row actions, and that might still be an option depending on permissions needed.
Another option could be to use a third-party service like Zapier or similar to check a box when an attachment is added and if it's not checked when trying to complete it would show an error or/and send a message to you.
Would that work/be an option?
How would you like to use it?
I am trying to setup a sheet that can project dates decades into the future. I want a formula that can look the date in the row above, check to see if it's annual or quarterly, then add the appropriate number of months to each row. While testing the formulas, I keep getting stuck on how to add one year (12 months) to each…
Good morning, I have a document that I download from an outside source. I have set up a data shuttle to import it into Smartsheet. I have other sheets that need to be updated based on the info in the imported sheet. None of the formulas are working once a new file is imported. Details: Sheet imported through Data Shuttle…
I have a form adding new rows to my smartsheet but it doesnt add the next number in the primary key, is there a way to do this?