Validations/checks before changing the status of a row

Roger
Roger ✭✭
edited 04/20/20 in Smartsheet Basics

Hello,

First of all thanks in advance for support.

I have a question, which i think is basic.... but i haven't find the way to solve it.


I have a sheet with a status column, then i have 2 columns for KPI values: Status, KPI1, KPI2, start date, end date, etc....

I want to "not allow" to complete the task if the columns with the KPI are not filled. I need the system to prevent the user to change the status to "complete" if the 2 columns are not filled.

I need the user to control the status cell, so, i can not put an "automatic" status formula calculation.


I dont see any automation to change the value of a row, i can move rows, i can send emails but i can not do something like IF ((KPI1 is null) and (KPI2 is null)) then status = in progress, triggered when the status changes to complete.


Any idea?

Thanks.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Roger,

    As a possible workaround, you could use the third-party service, Zapier, which is an excellent option for this scenario.

    Is that an option for you?

    Another option could be to have cells showing a message until the KPI fields are completed or similar.

    Would any of those methods work?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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  • Roger
    Roger ✭✭

    Hello,

    Thanks for answering.


    So I understand that there is no way OOTB to do any kind of validation or control when changing a cell.

    Only if its a fully "automated" (result from a formula) with no interaction.

    Right?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Roger

    Happy to help!

    Unfortunately, it has to be done with a formula or conditional formatting.

    Remember! Did my post(s) 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!

    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.