Mandatory "pick value from list" field in Global Update

Issue with the Global Update feature, specifically when trying to add a new value to an existing column without altering any existing values.

Here's the situation:

  1. Objective: Add the value "Cancelled" to the "Status" column in the Project Plan.
  2. Approach: Global Update functionality to ensure this change is reflected across all active projects.
  3. Challenge: While configuring the Global Update, I encountered an obstacle when dealing with the mandatory "pick value from list" field. Since I am not intending to modify any existing values, I'm unsure how to proceed without specifying a value to be changed.

How to overcome this situation and successfully perform the Global Update without altering any existing values in the "Status" column? Is there a workaround or alternative approach that can be used to achieve this objective?

Thanks in advance.

Best Answer

  • AravindGP
    AravindGP ✭✭
    Answer ✓

    Hi Mirelle,


    When applying the global update to modify the column, right under the selection of the column name, there are two checkboxes. One to change column property and the other is to change column cell data. Both are checked by default. To ensure only the new dropdown values are pushed and no existing values are updated, all you have to do it uncheck the box which says Change column cell data. This will remove the Pick value from list option altogether and you can apply the update.

    Thanks,

    Aravind

    Reach out for any help on licenses, configuration, or training

Answers

  • AravindGP
    AravindGP ✭✭
    Answer ✓

    Hi Mirelle,


    When applying the global update to modify the column, right under the selection of the column name, there are two checkboxes. One to change column property and the other is to change column cell data. Both are checked by default. To ensure only the new dropdown values are pushed and no existing values are updated, all you have to do it uncheck the box which says Change column cell data. This will remove the Pick value from list option altogether and you can apply the update.

    Thanks,

    Aravind

    Reach out for any help on licenses, configuration, or training

  • Problem resolved!

    Thanks a lot, Aravind!

Help Article Resources

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Hi @Filippo<\/a> <\/p>

You can use a COLLECT Function<\/a> to filter results, for example:<\/p>

=IFERROR(INDEX(DISTINCT(COLLECT(<\/strong>{Trial Lead}, {Trial Lead}, <> \"Joe Black\")<\/strong>), [Unique Row ID]@row, 0), \"//www.santa-greenland.com/community/discussion/comment/\")<\/p>

An alternative would be to use a Report and Group by the Trial Lead column, ignoring out the users you don't want by adding them to the filter criteria in the Report.<\/p>

Cheers,<\/p>

Genevieve<\/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":107118,"type":"question","name":"I am trying to replicate a formula, but it is changing all the formulas on the page","excerpt":"I am trying to create the formula in the \"Activities\" row, to the \"Issues\/Pain points\" row with a different reference column. I also need to change the reference sheet, but I want to get this formula right in the first instance. Can anyone help?","snippet":"I am trying to create the formula in the \"Activities\" row, to the \"Issues\/Pain points\" row with a different reference column. I also need to change the reference sheet, but I want…","categoryID":322,"dateInserted":"2023-06-30T00:39:34+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T04:19:52+00:00","insertUserID":163030,"insertUser":{"userID":163030,"name":"Tamar","url":"https:\/\/community.smartsheet.com\/profile\/Tamar","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T04:37:17+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":122388,"lastUser":{"userID":122388,"name":"Matt Johnson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Matt%20Johnson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZX2A39HRG0VO\/nLJJDDQXUVD4H.JPG","dateLastActive":"2023-06-30T13:26:03+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":24,"score":null,"hot":3376184966,"url":"https:\/\/community.smartsheet.com\/discussion\/107118\/i-am-trying-to-replicate-a-formula-but-it-is-changing-all-the-formulas-on-the-page","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107118\/i-am-trying-to-replicate-a-formula-but-it-is-changing-all-the-formulas-on-the-page","format":"Rich","lastPost":{"discussionID":107118,"commentID":383258,"name":"Re: I am trying to replicate a formula, but it is changing all the formulas on the page","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383258#Comment_383258","dateInserted":"2023-06-30T04:19:52+00:00","insertUserID":122388,"insertUser":{"userID":122388,"name":"Matt Johnson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Matt%20Johnson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZX2A39HRG0VO\/nLJJDDQXUVD4H.JPG","dateLastActive":"2023-06-30T13:26:03+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\/HUYT81EVYVIV\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T04:41:02+00:00","dateAnswered":"2023-06-30T04:19:52+00:00","acceptedAnswers":[{"commentID":383258,"body":"

Hi @Tamar<\/a> <\/p>

I think this is happening becuase you are editing a range that exists in the original location. Instead of editing the range in the new location, be sure to delete the entire range and then click in the place where it was in the formula. Then choose another range. <\/p>

I hope that helps.<\/p>

Matt<\/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":107085,"type":"question","name":"Using INDEX\/MATCH to pull a date and CountIF not recognizing as a date","excerpt":"Hi, I'm using INDEX\/MATCH to pull a date from one report into another based on the same ID number. If there is no match, an error message populates. =IFERROR(INDEX({Corporate CAPA Closed Effective Date}, MATCH([InfoCard Number]@row, {Corporate CAPA Closed InfoCard Number}, 0)), \"CAPA Not Closed\") Once the formula is…","snippet":"Hi, I'm using INDEX\/MATCH to pull a date from one report into another based on the same ID number. If there is no match, an error message populates. =IFERROR(INDEX({Corporate CAPA…","categoryID":322,"dateInserted":"2023-06-29T15:11:26+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T11:58:32+00:00","insertUserID":146974,"insertUser":{"userID":146974,"name":"Jack Parry","url":"https:\/\/community.smartsheet.com\/profile\/Jack%20Parry","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-29T20:28:15+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":"2023-06-30T13:38:21+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":41,"score":null,"hot":3376179598,"url":"https:\/\/community.smartsheet.com\/discussion\/107085\/using-index-match-to-pull-a-date-and-countif-not-recognizing-as-a-date","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107085\/using-index-match-to-pull-a-date-and-countif-not-recognizing-as-a-date","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107085,"commentID":383295,"name":"Re: Using INDEX\/MATCH to pull a date and CountIF not recognizing as a date","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383295#Comment_383295","dateInserted":"2023-06-30T11:58:32+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":"2023-06-30T13:38:21+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":"2023-06-29T20:28:12+00:00","dateAnswered":"2023-06-29T17:10:07+00:00","acceptedAnswers":[{"commentID":383157,"body":"

The INDEX function should be retaining the data type (in this case date value). It sounds like the issue is that there is at least one blank or no-date value within the range. To accommodate that you would use:<\/p>


<\/p>

=COUNTIFS({All Sites CAPA}, CONTAINS(\"CAPA\", @cell), {All Sites CAPA Effective Date}, IFERROR(<\/strong>MONTH(@cell), 0)<\/strong> = 6, {All Sites CAPA Closed On Time?}, CONTAINS(\"CAPA Overdue\", @cell))<\/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"}]}],"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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