Hi folks,

I have a sheet with a checkbox called "Qtly" and another dropdown field called "Lead Status" -- the values in the dropdown are: No Lead, Lead, Active Lead, and Deal. 

I am trying to figure out a formula for when the "Qtly" checkbox is checked, that the value in the "Lead Status" dropdown field automatically gets set to "Lead".

Thanks in advance!





Try something like this. If you have a formula in the Lead cell like the one below you can't change the status manually because that will delete the formula.

=IF([email protected] = 1; "Lead")

The same version but with the below changes for your and others convenience.

=IF([email protected] = 1, "Lead")

Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.

Did it work?

Hope that helps!

Have a fantastic day!


Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Thanks, both; I will try later today.