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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=IF(OR([Added to CRM]@row = \"No\", [Added to CRM]@row = \"//www.santa-greenland.com/community/discussion/comment/\"), \"Open\")<\/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":108402,"type":"question","name":"IF CONTAINS Help!","excerpt":"Good morning, I want to return specific values in a cell based on a drop-down list (single values per column), for example, if Activity = Marketing, then return value 45. However I need multiple options in each column, so I need the formula to then look for another activity and return a different value based on that.…","snippet":"Good morning, I want to return specific values in a cell based on a drop-down list (single values per column), for example, if Activity = Marketing, then return value 45. However…","categoryID":322,"dateInserted":"2023-08-02T09:54:15+00:00","dateUpdated":null,"dateLastComment":"2023-08-02T12:54:03+00:00","insertUserID":148086,"insertUser":{"userID":148086,"name":"Lisa B 2022","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Lisa%20B%202022","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxbls3ea1kMuE-s37Yj-hmWMgVFXC1jOGRq6oYZd=s96-c","dateLastActive":"2023-08-02T14:41:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":148086,"lastUser":{"userID":148086,"name":"Lisa B 2022","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Lisa%20B%202022","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxbls3ea1kMuE-s37Yj-hmWMgVFXC1jOGRq6oYZd=s96-c","dateLastActive":"2023-08-02T14:41:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":23,"score":null,"hot":3381952098,"url":"https:\/\/community.smartsheet.com\/discussion\/108402\/if-contains-help","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108402\/if-contains-help","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":108402,"commentID":388450,"name":"Re: IF CONTAINS Help!","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388450#Comment_388450","dateInserted":"2023-08-02T12:54:03+00:00","insertUserID":148086,"insertUser":{"userID":148086,"name":"Lisa B 2022","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Lisa%20B%202022","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxbls3ea1kMuE-s37Yj-hmWMgVFXC1jOGRq6oYZd=s96-c","dateLastActive":"2023-08-02T14:41:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-02T12:53:23+00:00","dateAnswered":"2023-08-02T10:53:12+00:00","acceptedAnswers":[{"commentID":388395,"body":"

Hi Lisa B 2022,<\/strong><\/a><\/p>

You can try this formula for your condition-<\/p>

=IF(CONTAINS(\"Advertising\", Activity@row), 45, IF(CONTAINS(\"Operations\", Activity@row), 30, \"//www.santa-greenland.com/community/discussion/comment/\"))<\/p>

\n
\n \n \"MicrosoftTeams-image<\/img><\/a>\n <\/div>\n<\/div>\n


<\/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":108396,"type":"question","name":"=COUNT({Approval Status}) prevent reporting lines","excerpt":"Hi All I am using on of the templates cost tracking. On one of the intake submitted sheets it has 2 lines saying <> This is fine although it is showing up on the cost metrics as 2 submitted jobs, is there a way to prevent this or do i delete the lines that say <>?","snippet":"Hi All I am using on of the templates cost tracking. On one of the intake submitted sheets it has 2 lines saying <> This is fine although it is showing up on the…","categoryID":322,"dateInserted":"2023-08-02T06:35:45+00:00","dateUpdated":"2023-08-02T11:36:08+00:00","dateLastComment":"2023-08-02T13:22:31+00:00","insertUserID":135720,"insertUser":{"userID":135720,"name":"Craig Beattie","url":"https:\/\/community.smartsheet.com\/profile\/Craig%20Beattie","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T14:33:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":91566,"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":"2023-08-02T18:59:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":24,"score":null,"hot":3381942496,"url":"https:\/\/community.smartsheet.com\/discussion\/108396\/count-approval-status-prevent-reporting-lines","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108396\/count-approval-status-prevent-reporting-lines","format":"Rich","lastPost":{"discussionID":108396,"commentID":388465,"name":"Re: =COUNT({Approval Status}) prevent reporting lines","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388465#Comment_388465","dateInserted":"2023-08-02T13:22:31+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":"2023-08-02T18:59:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"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\/4SDPWL5WY5R0\/screenshot1-jpg.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"screenshot1.JPG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-02T12:59:35+00:00","dateAnswered":"2023-08-02T12:52:48+00:00","acceptedAnswers":[{"commentID":388448,"body":"

Are there any (possibly hidden) columns that have formulas in them? If the template is pre-column formula, you used to have to keep two rows in the template so that the built in auto-fill feature would grab the formulas as new rows were added.<\/p>


<\/p>

If there are formulas, converting them to column formulas should allow you to delete those two rows.<\/p>


<\/p>

If you would rather leave them in, you can change from a COUNT to a COUNTIFS and exclude any rows that are \"<<Do Not Delete>>\" like so:<\/p>

=COUNTIFS({Range}, @cell <> \"Do Not Delete\")<\/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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