Update a cell based on a Workflow

Update a cell based on a Workflow

sarshadsarshad
edited 12/09/19 in Using Smartsheet

I have an approval workflow set based on a cell value. Is there a way to update that cell value once the approval completed? 

Cell dropdown example:

1. Under review

2. Sent to team

3. Ready for release

4. Released

When the cell changes to sent to team approval triggers and once approved cell changes to ready for release. If the approval is declined cell changes back to under review.

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Sarshad,

    Not sure I follow! 

    Do you want the drop-down values above to be the same for the approval process? If yes, yes that's possible. You'd change them when you set up the automation.

    Hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Hi Andrée - I just submitted a feature request for this as well. Right now I can only change a cell value automatically using formulas. The ask is to be able to change it using a trigger in workflow. For example, when a row change occurs and a certain cell's value becomes X change another cell's value to Y. Hope that clarifies the request. 

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Excellent!

    That clarified it, and that would be a great enhancement.

    Best,

    Andrée

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • I'd also love for this to become a feature. If you don't mind me asking, how did you use formulas to have the status change based off of approval result? I'm trying to do the same thing right now. 

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    Try something like this.

    Change the values to match your columns and statuses.

    =IF([email protected] = "Approved"; "Expense is Approved"; IF([email protected] = "Declined"; "Expense is declined"))

    The same version but with the below changes for your and others convenience.

    =IF([email protected] = "Approved", "Expense is Approved", IF([email protected] = "Declined", "Expense is declined"))

    Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.

    Did it work?

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi sarshad and tiffeoda,

    Zapier is also a great option for this scenario if you don't want to use formulas.

    Is that an option for you?

    Hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • This functionality should already be baked in Smartsheet.

    In my case, I need a cell to change when a new row is added. I want the cell to be set to the first selection in a dropdown by default.

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