Generate reference after box ticking
Hi all,
Been trying to look for my solution here, but i can't seem to find it. Hopefully someone can help me.
I have a supplier approval database with supplier info, several checkboxes for required docs, etc.
Also have an approval column, and then an approval reference column.
What i intend to do is, when i tick the "Approved" box, i want the spreadsheet to generate the approval reference number.
Any suggestions?
Comments
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Hi Jose,
Interesting!
How do you create the reference number? Where is it coming from?
Have a fantastic weekend!
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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Was thinking of using the "auto number" option in that column.
See the screenshot as an example
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Ok.
We'd have to use a helper column to make it work. Is that an option?
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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this spreadsheet is only live to me at the moment, so everything can be considered.
What exactly do you mean by a helper column? mean, how would you do it?
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Try something like this.
Use this formula in the Approval Ref. column and then change the name of the Auto Number column to AutoNumber Helper or similar.
Make sense?
=IF(Approved@row = 1; [AutoNumber Helper]@row)
The same version but with the below changes for your and others convenience.
=IF(Approved@row = 1, [AutoNumber Helper]@row)
Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.
Did it work?
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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