At Risk Flag Automation

Jonna Critchley

Hi There!

Need assistance with a formula.

What I have so far is:

=IF(OR([Agreed Upon Complete Date]@row < TODAY()), IF(AND([Agreed Upon Complete Date]@row <> ""), IF(AND(Status@row <> "Complete"), 1, 0)))

This is working great for if the "Agreed Upon Complete Date" is in the past and the status is not complete, turn the flag red. In addition, this formula will not return a red flag if the Agreed Upon Complete Date is blank.

What I need to ADD to this formula is:

If the "Agreed Upon Complete Date" is in the next 3 days and the "% Complete" is less than 75% turn the flag red.

Any assistance would be appreciated!

=Chris Palmer

Hello @Jonna Critchley

Something like this perhaps?

=IF(OR([Agreed Upon Complete Date]@row < TODAY(), AND([Agreed Upon Complete Date]@row >= TODAY(), [Agreed Upon Complete Date]@row <= TODAY() + 3, [% Complete]@row < 75)), IF(AND([Agreed Upon Complete Date]@row <> "", Status@row <> "Complete"), 1, 0), 0)

=Chris Palmer

Hello @Jonna Critchley

Something like this perhaps?

=IF(OR([Agreed Upon Complete Date]@row < TODAY(), AND([Agreed Upon Complete Date]@row >= TODAY(), [Agreed Upon Complete Date]@row <= TODAY() + 3, [% Complete]@row < 75)), IF(AND([Agreed Upon Complete Date]@row <> "", Status@row <> "Complete"), 1, 0), 0)

Jonna Critchley

Perfecto! Just had to change the 75 to .75!

Appreciate your time!

=Chris Palmer

https://community.smartsheet.com/discussion/comment/418554#Comment_418554

Excellent, glad this worked for you!