Workflow - lock/unlock rows

Roger

Hello,

First of all thanks for helping

 

I have this list of tasks where i use my WFIndex + Index columns to identify them and execute automations.

 

My Milestones are "locked", colored in blue and in this case identified by WFIndex = 4 (row 8)

 

I have a few "checks" which i want the user to mark as "completed" before unlocking the Milestone.

This checks are identified by WFIndex = 3 summarized on WFIndex = 2 (rows 4 to 7 summarized on row 3)

 

Can I Automatically Unlock this Milestone (PB) when the checks are completed?

 

When i go to automation i can:

1.- add a trigger (status changes to "complete")

2.- specify the conditions : add a condition (when WFIndex = 2)

3.- Add an action: unlock row,

 

but, how can i specify: unlock only row 8 (or WFIndex = 4)?  as i have this for several milestones in the planning.

 

An the other way?

When i set this row 8 (or WFIndex = 4) to complete i want to unlock the next set of columns  WFIndex = 5, 6, 7 and lock the already completed: WFIndex = 2,3,4

 

 

Thanks a lot

Paul Newcome

I'm not sure I quite follow...

 

Can you provide additional screenshots showing more of the sheet? Possibly manually manipulating the sheet to show (over the course of a few screenshots) from beginning to end what you want to happen?

 

 

Andrée Starå

Hi Roger,

Yes, you can automate it, but we'd need more information to be able to help. I'd probably recommend using another checkbox column that depending on what happens in the sheet would check the box for the milestone that would then unlock and so on.

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)

Hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Andrée Starå

Did you get it working or do you still need help?

Have a fantastic week!

Best,

Andrée

silverfoxn90

Can u explain your solution?

Andrée Starå

Hi,

Which one? What do you want to now?

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Andrée Starå

Did you get the explanation you needed or a solution set up?

Roger

Sorry for the late response.

@silverfoxn90

What I did to solve this is:

In the parent PB Quality Check (locked row) its status is calculated as follows:

=IF(COUNTIFS(CHILDREN(), "Complete") = COUNT(CHILDREN()), "Complete", IF(COUNTIFS(CHILDREN(), "Not Started") = COUNT(CHILDREN()), "Not Started", "In Progress"))

Then will be "complete" when all children are complete.

In the PB line (the blue one) i have a row referencing the status of the PB Quality Check.

Once this column value is "complete" then i can trigger the automation to unlock the PB line.

And i can follow the same procedure to lock and lock the next set.

Thanks for helping