Validations/checks before changing the status of a row
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
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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
✅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!
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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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?
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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.
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