Ensuring a proof is added to a row
Hello.
Is there workflow available to ensure if a checkbox is checked, I can validate a Proof has been added to that row? I have a plan that is built out to checkbox an install happened at the location where it was requested. We can checkbox we did place equipment there. We can also attach a proof of a pic that it is there. Both of these items happen independently and manually. I would like to have logic / workflow built to first check to see if an image was added as a "Proof" attachment to that row, and if not, prompt with an Update Request or an Alert to remind someone to put a Proof in.
Any help or insight would be greatly appreciated!
Thank you!
________________________________________
Edward Nadareski
(e): ejnadareski@mmhayes.com
(p): (518) 857-1221
Best Answer
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As far as I know, formulas and workflows can't interact with attachments or proofs. You can however insert photos into a cell and that cell can be referenced to see if it's blank or not. So a situation like the one below would work.
Installed is a checkbox column
Photo is where you would upload the image into the cell at the right row
The formula would go into a column that can trigger an automation. In this case the trigger would be a cell with the value "Insert Photo"
=IF(Installed@row = 0, "", IF(Photo@row = "", "Insert Photo", ""))
Answers
-
As far as I know, formulas and workflows can't interact with attachments or proofs. You can however insert photos into a cell and that cell can be referenced to see if it's blank or not. So a situation like the one below would work.
Installed is a checkbox column
Photo is where you would upload the image into the cell at the right row
The formula would go into a column that can trigger an automation. In this case the trigger would be a cell with the value "Insert Photo"
=IF(Installed@row = 0, "", IF(Photo@row = "", "Insert Photo", ""))
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Hello Devin,
Thank you very much for the information and follow up!
This worked for what I was trying to do. Not the optimal solution I wanted from SS...but it did get me through the operational part. Hopefully, SS will have a way to process this in a future release.
Thanks again! -Edward
________________________________________
Edward Nadareski
(e): ejnadareski@mmhayes.com
(p): (518) 857-1221
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