Need a formula, automation is able to do my task
When Assigned To changes in Task that contains "CCM Initial Checkout"(row 4) change Status in Row 3 to "Completed".
I only need it for these rows/cells, cannot have the entire column doing this.
TIA!!
Best Answer
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Ok. Does this work?
=IF([Assigned To]4 = "", "Not Started", "Completed")
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Answers
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My suggestion would be a hidden date type column. Set up an automation to populate the date when "Assigned To" changes with the criteria of the task containing "CCM Initial Checkout".
Then in the Status column we would use an IF statement to say that if the hidden column is not blank (meaning it triggered the automation) then output "Complete".
=IF([Hidden Helper]@row <> "", "Complete")
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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That works but I need the row above to change to complete. So, when CCM Initial Task has a date started, then Status on Assigned ID turns to Complete.
The statement you gave me changed CCM Initial Task to complete.
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OK. Do you have multiple rows containing "CCM Initial Checkout" or is it literally just rows 3 and 4 you want this for?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Just one row that contains "CCM Initial Checkout".
Also, [Status]3 need to still say "Not Started" until the formula runs.
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Ok. Does this work?
=IF([Assigned To]4 = "", "Not Started", "Completed")
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Perfect! So easy!! Thanks so much!
Chelsea
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Happy to help. ποΈ
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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