Formula Help - Automating Status
Hi there,
I am wondering if its possible to use a formula to automate a status column. For example, when someone submits an intake request through a form and a new row is added to my sheet, is it possible to have the status automatically change to "Intake"? Further, when someone approves the intake (i.e. Laura Approval column changes to 'Approved'"), can the status change to "Charter"? Not sure where to start to do something like this. Any help is much appreciated!
Thank you!
Comments
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Hi,
Yes, it's possible but be aware that you then can't change the status manually because then the formulas would be deleted.
I'll get back to the post a little later to give you an example.
Hope that helps!
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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.
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Try something like this.
=IF([Laura Approval]@row = "Approved"; "Charter"; "Intake")
The same version but with the below changes for your and others convenience.
=IF([Laura Approval]@row = "Approved", "Charter", "Intake")
Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.
Did it work?
Hope that helps!
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.
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Yes it worked!! Thanks so much! I appreciate the help.
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Excellent!
Happy to help!
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.
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