Check a Checkbox in one Sheet based on Checkbox Checked in another Sheet

Richard King · 12/16/20

I am trying to make checkboxes check in a multiple entry sheet when a checkbox in a core data sheet is checked.

The core data sheet holds employee information that is referenced in the multiple entry sheet. When the employee leaves I have a checkbox to check in a column 'Employee left business' and this column is replicated in the multiple entry sheet.

In the multiple entry sheet the employee can appear multiple times. If they leave I want to be able to check the box in the core data sheet and that action then automatically checks the boxes against that employees name in the multiple entry sheet.

Is this possible?

Andrée Starå · 12/16/20

Hi @Richard King

If I understand your scenario correctly then yes.

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

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Richard King · 12/16/20

https://community.smartsheet.com/discussion/comment/272104#Comment_272104

Hi Andree, I have shared a version of the sheets I am working on.

Andrée Starå · 01/16/21

@Richard King

Glad we got it working!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Brian Almeida · 03/31/21

What was the solution to this?

estineford · 11/24/22

I'd appreciate knowing the answer to this, could someone please advise? Thanks!

Genevieve P. · 11/24/22

Hi @estineford

The solution depends on your specific sheet set-up and end goal. It's likely a cross-sheet formula was used, potentially an INDEX(MATCH combination.

Here's a Help Article with some examples: Formula combinations for cross sheet references

If none of those formula have helped you, please feel free to post a new Question in the Community with screen captures of your sheets (with sample data) to show your set-up. We'd be happy to help!

Cheers,

Genevieve

Eric Curtiss · 02/01/24

I'm trying to do the same thing. I look at several sheets, matching two criteria (Job #) and (Item #) to see if the "checkbox" in the "checkbox column" is checked, and want to check the checkbox in the source sheet. I can't use VLOOKUP because there may be multiple items that match one of the two above criteria.

Since it looks like this has been solved, can someone post an example?

Genevieve P. · 02/05/24

Hi @Eric Curtiss

It sounds like an INDEX(COLLECT combination should work for your scenario. The article linked above has an example of how to build this out: Lookup one cell using multiple criteria

You could also simply use a COUNTIFS to count if any of the rows in the source sheet meet all 3 of your criteria, then check the box if that's true:

=IF(COUNTIFS({Job Number Column}, [Job #]@row, {Item Number Column}, [Item #]@row, {Checkbox Column}, 1) > 0, 1, 0)

If there's a row that meets all 3 of your criteria, it will return a Count of 1, which is greater than 0. If that's the case, the IF statement returns a 1, otherwise it will return 0.

Cheers,

Genevieve

Check a Checkbox in one Sheet based on Checkbox Checked in another Sheet

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