Workflow automation? Conditional action?

Jlee@Prosci

Hello, I'm trying to get my smart sheet to set the %Completed and Status columns to 100% and Completed when I check the completed box in the Done column. Can this be done? TIA.

Nick Burrus

It depends how you have your percentage cells set up. I use this for mine;

=COUNTIF([Column]2:[Column]6, "Yes") / COUNT([Column]2:[Column]6)

and format as percentage. 

Paul Newcome

The % Complete column would use

 

=IF(Done@row = 1, 1)

 

and the Status column would be

 

=IF(Done@row = 1, "Completed")

.

Do the % Complete and/or Status column also use manual entry? If so, this will not work. You will need to either use all manual entry or automate everything. Once a manual entry is made, it will override and delete any existing formulas in that cell.

Jlee@Prosci

Ok. That worked. Thanks! Now the issue I am seeing is who to apply those formulas to an entire column. I'm trying to modify a template that has rows with subtasks. Is that going to be a problem?

Paul Newcome

No. You can put those formulas in the first row and dragfill down. If you are trying to use summary formulas for parent rows, we will need to tweak a few things though.