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Automating swim lane changes in Card View
Does anyone know of a way to automate moving a card/task that has been set to 100% complete in the % completion data field into the "Complete" column / swim lane in the Card View (or for that matter, automating any swim lane change in the Card View based on any task data parameter)?
Currently it's a manual process of displaying the % completion data on the card, and then spotting them & dragging each card one-by-one into the Complete column. Ideally i'd like to be able to create a function or script that will do this for me.
I expect something like this is already in the works for future releases - if it's not, consider this my official request to add it to the list! - but perhaps someone else has figured out a nice workaround in the meantime. Thanks in advance for your help & suggestions!
Comments
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Hi Lilspark112 - You can do this with formulas in grid view.
In status column you could create a formula that looks something like =IF([% Complete]1 = 1, "Complete")
This formula is very basic, but could easily be written to set the value for other percentages as well. Basically, you are letting the formula determine the card view lane the card will be in for the status column.
Any changes to % Complete will cause the formula to recalc which will move it in card view to the correct lane when viewing by the status column.
You should be aware though that manually dragging the card to a new lane will wipe out any formula that you have in the status column for that row/card.
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Thanks Jason! This is very helpful and worked like a charm.
For anyone interested, here's how i implemented my updates (also reviewed this article which helped me with the final solution: https://www.smartsheet.com/blog/support-tip-build-nested-IF)
I created a new text column called "Status Alt", and entered the following formula: =IF([% Complete]1 = 0, "Not Started", "In Progress")
Then in the Status column i entered the following formula: =IF([% Complete]1 = 1, "Complete", [Status Alt]1)
Then i hid the "Status Alt" column, just to keep it from confusing anyone.
Results: when i enter any value between 1%-99% in the % complete field, my Status will set to "In Progress". 0% will automatically set to "Not Started" and 100% will automatically set to "Complete."
