Creating workflows with IF Statements

Davyn
Davyn ✭✭
inFormulas and Functions

I have created a bunch of workflows that are having issues when they are triggered more than once. I am new to IF statements and have avoided them, hence the workflows, but I think IF statements will be a more reliable way to go?

See attached workflow I created with attached sheet.

As you will notice, when "3 way call partner" is blank, then column "NA6 - Select 3 way call partner" should have the selection "-Select 3 way call partner" but it is showing "COMPLETED! -Select 3 way call partner". That's because I already ran the workflow, which worked fine, but then when I clear the cells and tried to trigger it again, it doesn't clear the NA6 column result. I think IF statements, instead of workflows, will correct this?

If so, can someone please write out how I would set up this IF statement to operate the same way as the workflow? I can write basic IF statements but then get lost when trying to implement conditions/filters.

When setting this up, is it best to set up the formula in a hidden column? And then have a visible column that shows the result of the hidden one? It will be a column formula.


Thanks,

1 - workflow trigger.PNG
2 - workflow condition + change in cell value.PNG
3 - SS columns in workflow.PNG


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  • Intern98
    Intern98 ✭✭✭
    Answer ✓

    Under column "NA6 - Select 3 way call partner"

    =IF( [3 way call partner]='',"-Select 3 way call partner", "X")


    where x is the value if you want it to show something else, if not can be left blank

    no helper column is needed

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Hi @Sam Swain<\/a>,<\/p>

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>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

Hope 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":"2023-06-26T19:19:04+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":"2023-06-26T20:54:28+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":43,"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":"2023-06-26T20:54:28+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":[]}">

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