CHANGE ON SITE AFTER IS CONFIRMED

I have a column “Equipment Order Status” that has a dropdown (Ordered, On Site, Shipped, Delivered) and another column “Equipment Confirmed Arrived” that has a dropdown (Not Confirmed, Confirmed). I would like when I choose from Equipment Confirmed Arrived” column the option “Confirmed” the column “Equipment Order Status” changes from whatever the status is to “On Site”. BUT I want to be able to use the dropdown in “Equipment Order Status” because when the status is “Delivered” I need to change the “Equipment Confirmed Arrived” to “Confirmed” when the site manager confirms he received.


I appreciate your help very much!

Rob

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    You cannot have both. It will have to be either completely manual entry or completely automated.

    thinkspi.com

  • Christina09
    Christina09 ✭✭✭✭✭✭

    @Rob_PM


    You can create a "change value" automation.

    Here's more info about the automation: https://help.smartsheet.com/articles/2482299-change-cell-value-in-an-automated-workflow

    Your workflow should be:

    Trigger: When rows are changed

    When: Equipment Confirmed Arrived changes to: Confirmed

    Change cell value: Equipment Order Status

    On Site


    Hope this helps

  • Only one row changed, and the other ones didn't change.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    @Christina Lam Great idea! I keep forgetting about the change cell value automation!

    thinkspi.com

  • Christina

    I check again today, and the cell value automation didn't change to On Site when I chose "Confirmed". Any suggestion?


    Rob

  • Christina09
    Christina09 ✭✭✭✭✭✭

    Hi @Rob_PM ,

    Can you screenshot the workflow?

  • Christina09
    Christina09 ✭✭✭✭✭✭

    @Rob_PM

    Let's try changing the trigger to "when rows are added or changed".

    Is the "Versa Equipment Confirmed Arrived" column a cell link column? From my understanding, cell link column can only be triggered if it's set to a certain time.

  • Rob_PM
    Rob_PM
    edited 02/03/22

    For some reason they are working now without changing what you mentioned above. I will keep watching this, if they stop working then I will try what you mentioned above.


    Thank you very much for your help


    Rob

  • Christina09
    Christina09 ✭✭✭✭✭✭

    @Rob_PM You're welcome. Glad it worked out. :)

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