What is the goal of your workflow? What problem does it solve, or how does it help you?
This makes adding tags very easy, and keeps your tags consistent.
Please describe your workflow. What are the sheets? Does it use any custom scripts or formulas?
create up to four columns in the Transaction sheet, and in Row A1, at columns P,Q,R, and S, enter your desired tags.
this example assumes that you’re entering your data in row 181. This was just a random row that I picked, but it’s mentioned in the formula, so I thought I’d make that clear.
in the Tags column, enter this formula:
…now when you make a check in the “Flagged” column for example, “Flagged” will automatically appear in the Tags column. It takes a moment, but it works, and supports multiple tags.
Anything else you’d like people to know?
- I believe this solution is restricted to 4 columns, as issues with the sheet began when we tried 5 columns.
- You’ll need to copy the Tags column formula to all new rows as Tiller feeds in your new transactions. It’s pretty painless, but slightly annoying.
- This workflow hasn’t been looked at by anyone else. We’ve used it for a little while now and haven’t seen any problems crop up. Still, I’d use caution in adding this solution!
Hope this is helpful to folks!