Check Box Based on Multiple Specific Criteria (date is a date, specific text, etc)
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Hello Smartsheet Community!
We have a couple of check boxes that need to be auto checked based on certain criteria. Details are below for each scenario, and Test Sheet is at the bottom of this message.
DOCK REVIEWED CHECK BOX:
Delivery Date is a Date + Ship Status is "Delivered" or "Re-Routed"
OK TO LAUNCH CHECK BOX:
PAPER: Paper is checked + Ship Date is a date + Tracking is not blank + if Carrier is anything other than "UPS", Dock Reviewed must also be checked
OR
PLASTIC: Plastic is checked + Ship Date is a date + Tracking is not blank
Test sheet is here for examples: https://app.smartsheet.com/b/publish?EQBCT=f099bac97fcc4334bb3743e731785d73
Any help would be so very appreciated. Thank you!
Best Answer
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Excellent!
Happy to help!
Did you get the last piece working as well?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome 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.
Answers
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I hope you're well and safe!
I've added formulas from rows 2 and down.
Did that work as expected?
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, Awesome, 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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Good morning @Andrée Starå !
This is great - thank you so much!! I think I may have left one of the requirements for the "Paper" lines. I have added it below.
PAPER: Paper is checked + Ship Date is a date + Tracking is not blank + if Carrier is anything other than "UPS", Dock Reviewed must also be checked. Also, for Paper ... If UPS is the Carrier, Ship Date is Date + Tracking is not blank are the only other requirements for OK to Launch to be checked.
Other than adding in this last criteria, everything else works perfectly!
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Excellent!
Happy to help!
Did you get the last piece working as well?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome 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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We did - thank you, @Andrée Starå !!!
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