Automatic antick
Hello,
I have a particular situation: 4 columns defined as checkbox. The description of the columns reflect a sequence: Open, In progress, Pending and Closed. I need that when I tick a subsequent columns/status the previous one (or the others) will be automatically unticked.
Could you please help me?
Thanks and regards.
Comments
-
Hi,
You'd have to use a third-party integration like Zapier to do that because if we used formulas, they would be deleted when you change something manually.
Would that work? Is that an option?
Have a fantastic day!
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.
-
Hi,
If it is possible, I would recommend using a dropdown containing the four statuses. I personally think this may be a better option. You can use formulas to automatically change the status based on percent complete or any other criteria that you find useful. I hope this helps.
All the best,
Jake
-
Jake,
I agree but I got the feeling that the OP wanted check boxes.
Best,
Andrée
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.
-
Hello,
I've already proposed your solution, but the manager need specific checkbox columns and a function that when a user check a column (so new status), automatically the system remove the tick from the other columns.
Thanks and regards.
Antonio
-
Ok.
Does the Status open column need to able to be checked manually?
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)
Best,
Andrée
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.
-
Hi,
For example, I have a row with the tick only on the field "Status Open" so:
- Tick the field "Status in progress" in reference to the same row.
- The system automatically untick the initial selection of the field "Status Open" (now we do that manually).
-
Do you tick the "Status Open" manually today? If yes, is there something that we could use to decide when it should be ticked automatically?
Best,
Andrée
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.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 64.2K Get Help
- 419 Global Discussions
- 221 Industry Talk
- 461 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 142 Just for fun
- 58 Community Job Board
- 462 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 299 Events
- 38 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!