Skip to content
  • Try Smartsheet

    • Formulas and Functions

    Formulas and Functions

    Ask for help with your formula and find examples of how others use formulas and functions to solve a similar problem.

    If formula for checkboxes

    ✭
    in Formulas and Functions

    Hi, I am having trouble with the correct formula sequence for check boxes to stay checked through out the workflow process?

    image.png

    I want the check boxes to stay check as it moves along its stages.

    current formula I am using is:

    100% Rec'd column =IF([Workflow Status - BitRip]@row = "Received", 1)

    Shop Installed column =IF([Workflow Status - BitRip]@row = "Shop Installed", 1)

    100% Delivered =IF([Workflow Status - BitRip]@row = "Delivered", 1)

    Field Installed =IF([Workflow Status - BitRip]@row = "Field Installed", 1)

    100% QC'd =IF([Workflow Status - BitRip]@row = "QC'd", 1)

    Workflow Status - BitRip; drop down values are:

    image.png

    any help is appreciated 😊

    Tags:
    · Share on FacebookShare on Twitter

    Best Answer

    • ✭✭✭✭✭
      Answer ✓

      Hello @kaowser ! If you're using a formula, whenever the status changes, the checkboxes will change. Instead, if you want a status to mark a checkbox, and then a status change marks a new checkbox but leaves the other one checked because that was completed, you should use an automation.

      The automation would be trigger when status changes to Received, change cell value "100% rec'd" to checked. Then you can duplicate that automation and set it up for each status.

      Hope that helps!

      image.png
      · Share on FacebookShare on Twitter

    Answers

    • ✭✭✭✭✭
      Answer ✓

      Hello @kaowser ! If you're using a formula, whenever the status changes, the checkboxes will change. Instead, if you want a status to mark a checkbox, and then a status change marks a new checkbox but leaves the other one checked because that was completed, you should use an automation.

      The automation would be trigger when status changes to Received, change cell value "100% rec'd" to checked. Then you can duplicate that automation and set it up for each status.

      Hope that helps!

      image.png
      · Share on FacebookShare on Twitter
    • ✭

      Thank you Victoria! the automations helped a lot!

      · Share on FacebookShare on Twitter

    Sign in
    Try Smartsheet

    Help Article Resources

    Create and edit formulas in Smartsheet

    Formula combinations for cross sheet references

    Smartsheet functions list

    Quick Links

    Categories

    Want to practice working with formulas directly in Smartsheet?

    Check out the Formula Handbook template!

    Trending in Formulas and Functions