How do I Automate the At Risk Column?
I need the at risk column to be automatically checked if a task is overdue (end date is in the past) and the (status) column is not complete or N/A
The formula I've been trying is not working
=IF(AND([End Date]@row >= TODAY(), Status@row <> "Complete, N/A"))
Best Answers
-
Hi @Aspen26
I think this formula should work.
=IF(OR([End Date]@row < TODAY()), IF(AND(Status@row <> "Complete", Status@row <> "N/A"), 1, 0))
I hope that helps.
Matt
-
Thank you both! I got it to work and exclude any blanks (end date hasn't been populated yet) using
IF(AND([End Date]@row <> "")
Answers
-
I dont have a check box but instead a colour status and is based on % complete, if you remove the % below it might help
Also I find Chat GPT good for putting in the scenario you want and it can give you the formula back as well
=IF([Start Date]@row = "", "", IF([% Complete]@row = 1, "Blue", IF([Finish Date]@row < TODAY(), "Red", IF(AND([Finish Date]@row - TODAY() < 3, [% Complete]@row < 0.75), "Yellow", "Green"))))
-
Hi @Aspen26
I think this formula should work.
=IF(OR([End Date]@row < TODAY()), IF(AND(Status@row <> "Complete", Status@row <> "N/A"), 1, 0))
I hope that helps.
Matt
-
Thank you both! I got it to work and exclude any blanks (end date hasn't been populated yet) using
IF(AND([End Date]@row <> "")
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.8K Get Help
- 434 Global Discussions
- 138 Industry Talk
- 470 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 65 Community Job Board
- 486 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!