Conditional cell locking/unlocking
Hi there,
I saw an older article (2019) noting conditional field locking not possible but I figured I'd check in including a specific use case.
Scenario: Employees belong to one of 8 labour groups however only 3 of the 8 allow a certain type of pension processing to take place.
- Column 1 is the employee name
- Column 2 is the labour group (cells have 8 different values in a drop down)
- Column 3 gets filled out with a date when the specific pension plan action takes place, driving a workflow that triggers an email to specific workgroups. This should only be permittable if one of the 3 labour groups is set in column 2.
I know I could curate the workflow to only send the email if the labour group is in one of the 3, but I am trying to avoid data in column 3 unless truly reflective.
Thx
Willie
Best Answer
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Thx everyone. I ended up going with some of the info at https://community.smartsheet.com/discussion/81439/lock-a-cell-unless-conditions-met to keep simple.
Step 1: If the analyst is building out the record for a specific employee and enters one of the labour groups in column 2 where I don't want to trigger the email workflow on, I built a second workflow that puts a "Not Required" note in the cell of column 3.
Step 2: Change the email workflow triggered on column 3 to look for "Yes" and not just any change text such as "Not Required"
Answers
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Hi WillieBNZ,
In the condition block, you can add columm 2 and column 3 as conditions to send email. Hope it works.
Gia Thinh Technology - Smartsheet Solution Partner.
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Thx Gia. This works for managing when to send/not send however is there a way to lock the actual data entry itself into column 3 based on the data in column 2?
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Hi @WillieBNZ
I hope you're well and safe!
Could you use the Record a date feature, maybe combined with what you already have?
Would that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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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Cheers. Will check in a bit. Thx so much.
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Excellent!
Happy to help!
✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with 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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Thx everyone. I ended up going with some of the info at https://community.smartsheet.com/discussion/81439/lock-a-cell-unless-conditions-met to keep simple.
Step 1: If the analyst is building out the record for a specific employee and enters one of the labour groups in column 2 where I don't want to trigger the email workflow on, I built a second workflow that puts a "Not Required" note in the cell of column 3.
Step 2: Change the email workflow triggered on column 3 to look for "Yes" and not just any change text such as "Not Required"
-
Excellent!
Glad you got it working!
✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with 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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