Looking for a more elegant way to send out multiple Update Requests at once.

Greg Hjertager

Hey there!

I'm a release manager and I'm building out runbooks in Smartsheet. If tasks are set to "In Progress" I want to be able to take an action (Check a box, picking a specific selection from a dropdown, etc..) so that an automated request will be sent out to the "Responsible Party" asking them to update their task. Since so many people are going to be doing different things I'd like to be able to check in with everyone that is "in progress".

I've created a column called "check in" that has a checkbox in it. The workflow I've got set up is

Trigger: When rows are changed - When "Check-in" changes to "checked"

Conditions: Where Status is equal to "In Progress"/

Request an update: Send to people in a cell "Responsible Party".

The current functionality is that it will send out the update request only if the "check-in" box is checked in the same row that is set to "In Progress".

I'm looking for a one stop shop (one button to capture and send them all).

Thoughts?

Thanks!

Greg

Andrée Starå

Here's an example.

If we have a column named CheckboxColumn and add the formula below to the second row(and the rest of the column as needed). When we then check the checkbox on row 1 in the column, it will check all other checkboxes with the formula.

=CheckboxColumn$1

Make sense?

Andrée Starå

Hi Greg,

You could have a master checkbox that checks all the other checkboxes or something similar.

Would that work?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Greg Hjertager

How does one create a master checkbox?

Andrée Starå

Here's an example.

If we have a column named CheckboxColumn and add the formula below to the second row(and the rest of the column as needed). When we then check the checkbox on row 1 in the column, it will check all other checkboxes with the formula.

=CheckboxColumn$1

Make sense?