IF statement to update a column when box is checked!

Ashanth Suntharalingam

Hi,

I would like to update the 'Status' Column to CLOSED when the 'Done' checkbox is CHECKED.

 

Andrée Starå

Hi Ashanth,

Try something like this.

Be aware that if you change the status manually, it will delete the formula, so you need to add conditions for the different statuses if you want to keep the formula.

=IF(Done@row = 1; "CLOSED")

The same version but with the below changes for your and others convenience.

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

Depending on your country, you’ll need to exchange the comma to a period and the semi-colon to a comma.

Did it work?

I hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

 

Ashanth Suntharalingam

Hi Andree,

Thank you for the solution! It does work but the Status Column that is being affected is restricted to only dropdown options. And I need that column to be switch to "CLOSED" from whatever status it is currently in when 'Done' is CHECKED. Example; Status for one row can be in "REVIEW", but once i check the 'Done' box, the respective Status should change from "REVIEW" to "COMPLETE".

Mike Wilday

Andree alluded to this in his first statement, but if you automate one part of a dropdown you need to automate ALL of the dropdown states. The formula has to go in the place you want the results. Whenever anyone manually changes the dropdown status, your formula will be overwritten. So you will need to automate all of the other stages. I've seen this done by using checkboxes for each stage, or date input fields for the completion date of different stages.

Andrée Starå

Happy to help!

You'll have to either have a part in the formula for each status or use a third-party service, like Zapier. Is that an option?

Ashanth Suntharalingam

Yes you guys are right! It worked  

Thank you to both of you!

Mike Wilday

You're welcome. I'm happy to be of assistance. 

Andrée Starå

Excellent!

Happy to help!

Torie Hollingsworth

Hey Andree and/or Mike,

Follow up to "adding conditions for the different statuses if you want to keep the formula."

Can you advise how that is spelled out?

I have a team member who would like to use a column of "Daily To Do" to assign days to tasks. If they are in card view and move something from "Thursday" to "DONE" we would like to automate it more fully to also check the "Done" box and vice versa, if they are in grid view and check "Done" we would like the "Daily To Do" column to be "DONE".

The "Daily To Do" options are: Monday, Tuesday, Wednesday, Thursday, Friday, DONE, To Schedule.

Andrée Starå

@Torie Hollingsworth

Hi Torie,

The third-party service, Zapier, is an excellent option for this scenario. Is that an option for you?

Would that work?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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