How to change status for one product type when a new item is added with the new status.

Hello, I am tracking project submissions in a smartsheet list. Each project may has more than one phase, so the project steps appear in separate lines. When someone submits the final step, I would like the status column next to each step of the project to show "complete" (or checked).

I think this would be a workflow solution, but I can't come up with a formula to make this work.

Here it is visually

I want the check boxes in "Project Complete" to be checked as soon as someone triggers it in the "Is this completed?" column.

Thanks.

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Accepted answers

Paul Newcome

You would use a column formula such as this (in the checkbox column):

=IF(COUNTIFS([Project ID]:[Project ID], @cell = [Project ID]@row, [Is this completed?]:[Is this completed?], @cell = "Yes") > 0, 1)

All comments

Meg Y

@BWheel

Create a workflow to change a cell value

Trigger "is this completed"

Change cell in "Project Complete" column

BWheel

Yes, that's what I was thinking, but how does it know to change it only for the applicable projects? They aren't my primary field and there's actually a lot more data on each row than what I'm showing here.

Thanks.

Paul Newcome

You would use a column formula such as this (in the checkbox column):

=IF(COUNTIFS([Project ID]:[Project ID], @cell = [Project ID]@row, [Is this completed?]:[Is this completed?], @cell = "Yes") > 0, 1)

BWheel

Thank you, Paul! I'm going to try that now. I wouldn't have come up with the "Countifs" formula. I'll leave another comment after I enter it.

BWheel

Worked PERFECTLY :). Thank you very much sir! This project has been a great education.

Have a great day.

Paul Newcome

Happy to help. 👍️

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