Automatic antick

AP · 06/12/19

Hello,

I have a particular situation: 4 columns defined as checkbox. The description of the columns reflect a sequence: Open, In progress, Pending and Closed. I need that when I tick a subsequent columns/status the previous one (or the others) will be automatically unticked.

Could you please help me?

Thanks and regards.

Andrée Starå · 06/12/19

Hi,

You'd have to use a third-party integration like Zapier to do that because if we used formulas, they would be deleted when you change something manually.

Would that work? Is that an option?

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Jacob Adams · 06/12/19

Hi,

If it is possible, I would recommend using a dropdown containing the four statuses. I personally think this may be a better option. You can use formulas to automatically change the status based on percent complete or any other criteria that you find useful. I hope this helps.

All the best,

Jake

Task Status and Formula.PNG

Andrée Starå · 06/12/19

Jake,

I agree but I got the feeling that the OP wanted check boxes.

Best,

Andrée

AP · 06/12/19

Hello,

I've already proposed your solution, but the manager need specific checkbox columns and a function that when a user check a column (so new status), automatically the system remove the tick from the other columns.

Thanks and regards.

Antonio

Automatick untick.jpg

Andrée Starå · 06/13/19

Ok.

Does the Status open column need to able to be checked manually?

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Best,

Andrée

AP · 06/13/19

Hi,

For example, I have a row with the tick only on the field "Status Open" so:

Tick the field "Status in progress" in reference to the same row.
The system automatically untick the initial selection of the field "Status Open" (now we do that manually).

Andrée Starå · 06/14/19

Do you tick the "Status Open" manually today? If yes, is there something that we could use to decide when it should be ticked automatically?

Best,

Andrée

Automatic antick

Comments

Help Article Resources

Categories