IF Column A = True then Status = Archived, else status can be any value (New, In Review, etc)
I've got the formula working for Archived, below. However I want it to work that if it's not selected a user can manually select any status in the drop down (New, In Review, Review Completed).
=IF([Informational Only]@row = "True", "Archived")
If I keep it this way, when I select a different status than Archived it wipes out the formula from the column.
What I'm trying to achieve is having the status set to Archived if the Informational Only checkbox is selected when submitting a new item via a form. If the checkbox isn't selected the status defaults to New and then the team will manually update the status when reviewing it.
I also don't need the other statuses to automatically be updated. I just need Default of New when submitting via form which I achieved by default value in form.
I have different workflows setup based on the Informational Checkbox and the status.
Please help! :-)
Best Answer
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You can only have manual entry OR a formula. There is no way to have both. As you have found, formulas are overridden and erased once manual input has been entered.
Answers
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What is the purpose of populating "Archived"?
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To move it to a status where staff know there is no further action needed. As the workflow will send an email to others if New, or In review, etc.,
Also, if Information Only = True the logic in form skips all the remaining fields for the end user submitting the form.
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Is your workflow set up to look at the checkbox or the status?
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I have an automation setup to look at informational checkbox = True and Status = Archived then send email. I guess I don't need the Archived part.
But I'm curious how I would get the status to be Archived through an automation/formula. Is there any way to achieve this and not impact the other statuses?
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You can only have manual entry OR a formula. There is no way to have both. As you have found, formulas are overridden and erased once manual input has been entered.
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Thanks Paul. That's a bummer and sadly what I thought. I will rethink how I'm doing this and see if there is a workaround.
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