Formula to clear in certain fields of a row

Formula to clear in certain fields of a row

I have a smartsheet for a workflow. If at some point there is a change order, then the workflow needs to start back at the beginning and most of the populated cells need to be cleared out. Is there a formula to make this automatically happen?

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Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Maria,

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

    There might be a way to structure it without a third-party service.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Hi Marla

    Along with Andree's excellent response about Zapier, I too have an alternative response from a colleague that is:

    "You'd need a bit of bespoke API work that will clear out the relevant cells in each sheet. So that the API can identify what needs to be cleared out, the best way would be to design the sheets so that they have one common ID that exists throughout each of the rows in the workflow, and also to define somewhere the column names (or column IDs) associated with these cells in each sheet. An API solution could then be written to clear out each cell in the workflow when triggered."

    My colleague said he would probably write his own API for this requirement as it would give a greater flexibility in the functionality required. Food for thought...

    Kind regards

    Debbie

  • If a name is in the "Design Change Order requester", then the check in "Status of calculations" will be removed.

  • Thank you for the information.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Marla Berge

    Happy to help!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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