Multiple Questions approval process.
Guys, as you all know we are using Smartsheet to protect our facility from individuals coming in to the plant. I have downloaded the COVID-19 form from Smartsheet. However, I created my own, and I am having a hard time figuring this out.
If visitor answer "Yes" to any of the questions, then, access is automatically Denied.
=IF(OR([Traveled outside The US?]5 = "Yes", [Traveled on a Cruise Ship?]5 = "Yes", [Respiratory Illness?]5 = "Yes", [Contact with symptomatic Person?]5 = "Yes"), "Denied", "")
If visitor answers no to all questions, then, it goes for approval process. (automatic workflow).
The thing is, if it goes for approval the response is saved under the Access column "Approved" or "Denied". But, in that column I also have the following formula.
如你所见,my formula is overwrited. Thus, when next submission comes in the formula is not longer available.
How can I make it so both scenarios work?
Best Answer
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Paul Newcome ✭✭✭✭✭✭Create a separate column and put your IF statement in there with a little bit of a tweak...
=IF(OR([Traveled outside The US?]5 = "Yes", [Traveled on a Cruise Ship?]5 = "Yes", [Respiratory Illness?]5 = "Yes", [Contact with symptomatic Person?]5 = "Yes"), "Denied", Access5)
Then have your Approval Requests continue to populate the Access column, and this new column will house the final overall result based on either being an automatic "Denied" due to having a "Yes" in all columns or the response from the Approval Request.
thinkspi.com
Answers
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Paul Newcome ✭✭✭✭✭✭
Create a separate column and put your IF statement in there with a little bit of a tweak...
=IF(OR([Traveled outside The US?]5 = "Yes", [Traveled on a Cruise Ship?]5 = "Yes", [Respiratory Illness?]5 = "Yes", [Contact with symptomatic Person?]5 = "Yes"), "Denied", Access5)
Then have your Approval Requests continue to populate the Access column, and this new column will house the final overall result based on either being an automatic "Denied" due to having a "Yes" in all columns or the response from the Approval Request.
thinkspi.com
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Paul,
Thank you for your response. I have another question. The function/formula works good if I only have a single "Yes" but, it goes for approval and status remains Submitted if I have 2 "Yes" or more. Again, I don't want approval to be sent if visitor answered yes to any of the questions.
If you see, I followed your advice and I created an additional column with the formula. But, as you can see in row1. I get denied in the comment formula. But, submitted in the Access column.
Thank you!
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Paul Newcome ✭✭✭✭✭✭
You would need to set up your approval request to be triggered off of your Comments column not containing the word "Denied".
thinkspi.com
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Yeah, I just figured it out. Thank you so much for your help!
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Paul Newcome ✭✭✭✭✭✭
Help Article Resources
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You should be able to use this formula to accomplish this:<\/p>
=IF(HAS([Type of Project]@row, \"Consolidation\"), \"🝢\", \"//www.santa-greenland.com/community/discussion/comment/\") + IF(HAS([Type of Project]@row, \"Reduction\"), \"︾\", \"//www.santa-greenland.com/community/discussion/comment/\") + IF(HAS([Type of Project]@row, \"New\"), \"○\", \"//www.santa-greenland.com/community/discussion/comment/\") + IF(HAS([Type of Project]@row, \"Termination\"), \"⨷\", \"//www.santa-greenland.com/community/discussion/comment/\")<\/p>
Example output:<\/p>
![\"image.png\"](\"https:\/\/us.v-cdn.net\/6031209\/uploads\/0T1JMLQOPB6K\/image.png\")
<\/img><\/a>\n <\/div>\n<\/div>\nHope this helps - if there are any issues etc. then just post! ☺️<\/span><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":106913,"type":"question","name":"SUMIF with a checkbox","excerpt":"I'm trying to sum a row of amounts (Parking Revenue Regular:Private boat parking revenue) into the column \"Total Parking Revenue\", but only if the checkbox \"Payment Voucher\" isn't checked. When I add the rows using this formula without the checkbox, it works (formula on first row only): =SUM([Parking Revenue…","categoryID":322,"dateInserted":"2023-06-26T18:20:45+00:00","dateUpdated":null,"dateLastComment":"2023-06-26T19:03:27+00:00","insertUserID":162776,"insertUser":{"userID":162776,"name":"declark","title":"Regional Director","url":"https:\/\/community.smartsheet.com\/profile\/declark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!4cFWuLGjTPw!x-tXMZGznvw!Dlin9vWXHb9","dateLastActive":"2023-06-26T19:03:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162776,"lastUser":{"userID":162776,"name":"declark","title":"Regional Director","url":"https:\/\/community.smartsheet.com\/profile\/declark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!4cFWuLGjTPw!x-tXMZGznvw!Dlin9vWXHb9","dateLastActive":"2023-06-26T19:03:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":30,"score":null,"hot":3375611052,"url":"https:\/\/community.smartsheet.com\/discussion\/106913\/sumif-with-a-checkbox","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106913\/sumif-with-a-checkbox","format":"Rich","lastPost":{"discussionID":106913,"commentID":382400,"name":"Re: SUMIF with a checkbox","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382400#Comment_382400","dateInserted":"2023-06-26T19:03:27+00:00","insertUserID":162776,"insertUser":{"userID":162776,"name":"declark","title":"Regional Director","url":"https:\/\/community.smartsheet.com\/profile\/declark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!4cFWuLGjTPw!x-tXMZGznvw!Dlin9vWXHb9","dateLastActive":"2023-06-26T19:03:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/3KE67LQDZX4M\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T19:03:34+00:00","dateAnswered":"2023-06-26T18:31:26+00:00","acceptedAnswers":[{"commentID":382384,"body":"
Try IF([payment voucher]@row=0,Sum([Parking Revenue Regular]@row:[Private boat parking revenue]@row),\"//www.santa-greenland.com/community/discussion/comment/\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106883,"type":"question","name":"Needing some help with my current smartsheet project","excerpt":"So I'm coming across some issues with my workflows and functions with my current sheet, and I'm hoping somebody could help me out because I'm stumped. There are boxes I have set up on children rows that get checked manually to confirm a certain portion of the Main Task is complete. I'm currently in search of a way I can…","categoryID":322,"dateInserted":"2023-06-26T13:40:29+00:00","dateUpdated":null,"dateLastComment":"2023-06-26T20:13:57+00:00","insertUserID":162756,"insertUser":{"userID":162756,"name":"SarahI","title":"Sarah","url":"https:\/\/community.smartsheet.com\/profile\/SarahI","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T12:10:31+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-27T11:59:36+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":44,"score":null,"hot":3375602066,"url":"https:\/\/community.smartsheet.com\/discussion\/106883\/needing-some-help-with-my-current-smartsheet-project","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106883\/needing-some-help-with-my-current-smartsheet-project","format":"Rich","lastPost":{"discussionID":106883,"commentID":382423,"name":"Re: Needing some help with my current smartsheet project","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382423#Comment_382423","dateInserted":"2023-06-26T20:13:57+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-27T11:59:36+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T15:51:35+00:00","dateAnswered":"2023-06-26T15:23:39+00:00","acceptedAnswers":[{"commentID":382304,"body":"
@SarahI<\/a> Yes you can do that just use CHILDREN([COLUMN NAME])<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
