Check Box Based on Multiple Specific Criteria (date is a date, specific text, etc)

Nancy Heater

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!

Andrée Starå

@Nancy Heater

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!

Andrée Starå

Hi @Nancy Heater

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!

Nancy Heater

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!

Andrée Starå

@Nancy Heater

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!

Nancy Heater

We did - thank you, @Andrée Starå !!!