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.
Best Answer
-
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)
Answers
-
Create a workflow to change a cell value
Trigger "is this completed"
Change cell in "Project Complete" column
Meg Young
mmyoungconsulting@gmail.com
If this answer resolves your question, please help the Community by marking it as an accepted answer. I'd also be grateful for your response - "Insightful"or "Awesome" reactions are much appreciated. Thanks! -
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.
-
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)
-
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.
-
Worked PERFECTLY :). Thank you very much sir! This project has been a great education.
Have a great day.
-
Happy to help. 👍️
