Automate an "Active" field
Hi,
I have a sheet wherby i have statuses, start and end dates, and also an Active field
I would like the "active" field to populate whenever a status is either
- In Progress
- Review
- Sign Off
And when the date is either Today, or in the past.
I'd like the field to also clear, if none of the above is met.
I have set up the below, but this doesnt seem to work…. any ideas??
Best Answer
-
Hi,
I hope you're well and safe!
What happens when you test the workflow?
I hope that helps!
Be safe, and have a fantastic day!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
Hi @Joechaptaylor,
Does this have to be an automation? If you are open to using a formula, try this in the "Active" column.
=IF(AND(OR(Status@row = "In Progress", Status@row = "Review", Status@row = "Sign Off"), [Start Date]@row <= TODAY()), 1)
Hope this helps,
Dave
-
Hi,
I hope you're well and safe!
What happens when you test the workflow?
I hope that helps!
Be safe, and have a fantastic day!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Hi,
This works perfect using
=IF(AND(OR(Status@row = "In Progress", Status@row = "Review", Status@row = "Sign Off"), [Start Date]@row <= TODAY()), 1)
Is there any way to add an exception that if the Start Date row is blank, it doesnt tick the field?
-
Excellent!
Try something like this.=IF(AND(OR(Status@row = "In Progress", Status@row = "Review", Status@row = "Sign Off"), [Start Date]@row <> "", [Start Date]@row <= TODAY()), 1)
Did that work?
✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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