Automation: how to change checkbox column to "N/A"

Options

Hello!

We have a checkbox column that is labeled "Expedite?" that is only relevant to certain item types. I was hoping there would be a way to create an automation that would change the checkbox to "N/A" or "---" or something for items this checkbox is not relevant for, based on a column titled "item type". I've tried making the column unrestricted, but my only options in automation for "change value of cell" is "checked" or "unchecked."

Any ideas? Thanks!

Best Answer

  • Genevieve P.
    Genevieve P. Employee
    Answer ✓
    Options

    Hi @AndrewJames

    Yes, you can use the Change Cell workflow for this! Even though the only two options that appear in the dropdown are "checked" or "unchecked", you can type a new value into that field in the Workflow to identify something else:

    After typing it in, click the "add new" dropdown option that's come up. This will allow you to enter a text value into a checkbox column using a workflow!

    Cheers,

    Genevieve

    Join us at Smartsheet ENGAGE 2024 🎉
    October 8 - 10, Seattle, WA | Register now

Answers

  • Genevieve P.
    Genevieve P. Employee
    Answer ✓
    Options

    Hi @AndrewJames

    Yes, you can use the Change Cell workflow for this! Even though the only two options that appear in the dropdown are "checked" or "unchecked", you can type a new value into that field in the Workflow to identify something else:

    After typing it in, click the "add new" dropdown option that's come up. This will allow you to enter a text value into a checkbox column using a workflow!

    Cheers,

    Genevieve

    Join us at Smartsheet ENGAGE 2024 🎉
    October 8 - 10, Seattle, WA | Register now

  • AndrewJames
    Options

    Thank you, this worked perfectly!