How do I create a formula or workflow to auto select 1 columns value based on another columns value?

Cameron Ostafin

I have 2 columns that I was to use together to provide a sort of checks/balances system for missing information. See columns and values example outline below:

Column 1:

Value 1

Value 2

Value 3

Column 2:

Value 1

Value 2

Value 3

The Values would be the same under both columns, but when a value or values are selected under Column 1 I want to unselect them in Column 2. So with that I would want to have all the values selected under Column 2 automatically. For example, to start column 2 will have all 3 values checked off/selected - then at some point when Value 1 under Column 2 is selected then I would want Value 1 under Column 2 Deselected.

I'm not sure if there needs to be a hierarchy created in order for this to work but if so I would say having column 1 be the parent column between the 2 would be best.

Thanks for your help!

Genevieve P.

Hi @Cameron Ostafin

I would suggest using the Change Cell workflow action to achieve this!

If you have both Column 1 and Column 2 configured as MultiSelect columns, you could set up a rule so that Column 2 adjusts based on what is added or changed in Column 1:

See Change the Value of a Cell in an Automated Workflow and Condition Blocks: Filter What Your Automated Workflows Send

Cheers,

Genevieve

Cameron Ostafin

Thanks for the help Genevieve! I'm trying to test it out like you have it mapped above but it's not allowing me to do it how you have it. Not sure if I need to see more of your screenshot to understand why but when I try to recreate what you have it doesn't allow me add conditions side by side and have a separate "Change cell value" rule for each condition. Not sure what I'm doing wrong. Any ideas?

Genevieve P.

Hi @Cameron Ostafin

To add multiple conditions, click the blue + sign above the first condition and select the option to "Add a Condition Path":

Then after you've added another block, go back to that same + button and do it again!

Let me know if this helped or if I can clarify anything further!

Genevieve