Check Box if another column has a value.

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Hello!

I'm fairly new to smart sheets so I'm not very good at making formulas. I was trying to use a helper sheet so I can copy some rows to a Sheet when a new "project task name" is added at the original sheet.

My question is there a way for a box to check itself when there's a value in another column, and then uncheck itself after it gets copied to the new sheet?

When [Project ID] column has a number, I want that "Project Manager", "Team Lead", "Team Member", and "Project Coordinator" in the [Primary Column] to get a check in the box, this will trigger the automation and copy those rows to my original sheet called "RESOURCE MANAGEMENT", after that happens I want it to reset so when I add a new project ID it happens all over again.

Is it possible or I'm asking too much from SmartSheets?

Thank you so much for the help!

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Indira Buike

    I hope you're well and safe!

    Yes, you could use multiple workflows combined with the check a cell value action. One to check the box when the value is in the other column, and another after the copy row workflow.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Indira Buike
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    Hi @Andrée Starå!

    I think i'm doing something like that, the problem is that once the boxes are checked and they get copied to RM sheet, I need them to uncheck so when I add a new column they will check themselves again and copy, therefore restarting the loop.

    I was trying to use formulas to see if when I added a new ID, the cell that says "Project Manager, Team Lead, Team Member, Project Coordinator" get a check in their boxes.

    I was trying to use this formula

    =IF(OR(CONTAINS("Project Manager", [Primary Column]@row), CONTAINS("Team Lead", [Primary Column]@row), CONTAINS("Team Member", [Primary Column]@row), CONTAINS("Project Coordinator", [Primary Column]@row)), 1), IF(OR(CONTAINS("ID", [Project ID]:[Project ID]), 1))

    but I get #UNPARSEABLE

    Also i would like it so it checks the boxes that has does values AND and ID added to the column.

    My main issues is then to uncheck the boxes once they're copied so I can keep entering new ids and getting those 4 rows added again.

    Thank you so much for trying to help me!

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