Change progress bar to full once checkbox is checked
Hi, I looked around at a lot of other similar questions but they were all for really complicated formulas that didn't apply-
I tried doing this with a mix of automation and formula, but no such luck.
We're building a to-do/ task sheet, and all we need is pretty simple- we want to be able to manipulate the progress bar manually to show quarter or half progress etc as we work on tasks, but also want an automation where once the 'done' checkbox is checked, the status bar changes to full. I already have one where checking done changed the status to complete and affects conditional formatting, but I want the bar to change to show complete too. The automations still don't have a 'change cell value' option for the progress bar which is really frustrating. I know you can put a formula in the progress bar cell to determine what level it's at based on what a dropdown status is, but that wouldn't apply because I don't want it auto changing to any other amount other than full. Could I accomplish this with a helper row? Or is this impossible?
In summary: I want to click the 'done' checkbox and have the whole row marked out as complete in one step: have the status change (already figured out), grey out the row (already figured out), and have the progress bar go to full (need help)
Thank you!!
Answers
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You would need to either use the API (or some similar 3rd party app) or use checkboxes / dates / some other way of triggering when you want the progress bar to change so that you can write a formula for each option.
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I hope you're well and safe!
The only way natively would be to use a formula and a helper column.
Would that work/help?
I hope that helps!
Have a fantastic week & Happy New Year!
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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Audrey Howard I agree with both Paul and Andree, there is no native way to do this without formula and helper column, but if you happen to have Datamesh, you could set up a workaround where you can achieve your request. set up would be unusual but it would work.
It would be fantastic if Smartsheet automations allowed you to update a symbol column 😀
Alternatively, when the progress bar is changed to "Full" you could automatically check the box done.
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Hi all, thank you for your answers!
I decided for now to base my automation on manually changing the status symbol to full, and then my other automations run off of that. It works for me for now, but I build tools for my team where not everyone is an expert, and I have a feeling it wont seem intuitive to others to have that be the way to mark as 'done', I was hoping to build something that is very easy to use and failproof, but I can keep dreaming haha. Thanks again all!
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Happy to help!
✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with the accepted answer/helpful, Insightful/Vote Up/Awesome. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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