Formula to automate status
Hi,
I would like to automate my Status column, based on % Complete.
If My % Complete is 0, the status will = Not Started
If my % Complete if between 1 and 100% the status will = In Progress
If my % Collum is 100 the status will = Complete
Also, if column "Hold" is checked, status will = Hold
Also, If column "Review" is checked, status will = Review
Also, if column "Sign Off" is checked, status will = Sign Off.
Any ideas, or are there better ways to be able to reprisent the last 3 statuses at all?
Answers
-
Would this work?
=IF([Hold]@row = 1, "Hold",
IF([Review]@row = 1, "Review",
IF([Sign Off]@row = 1, "Sign Off",
IF([% Complete]@row = 0, "Not Started",
IF([% Complete]@row = 100, "Complete",
"In Progress")))))Explanation:
- Hold: First, it checks if the "Hold" checkbox is checked. If yes, it sets the status to "Hold".
- Review: Next, it checks the "Review" checkbox, setting the status to "Review" if checked.
- Sign Off: Then, it checks if the "Sign Off" checkbox is checked, setting the status to "Sign Off" if true.
- % Complete Conditions:
- Checks if "% Complete" is 0, setting the status to "Not Started".
- Checks if "% Complete" is 100, setting the status to "Complete".
- If none of the above conditions are met and "% Complete" is between 1 and 99, the status is set to "In Progress".
-
=IF(Hold@row = 1,”Hold”,IF(Review@row =1,”Review”,IF[Sign Off]@row=1,”Sign Off”,IF([% Complete]@row =0, “Not Started”,IF([% Complete]@row <100, “In Progress”,IF([% Complete]@row =100, “Complete”))))))
If you found this comment helpful. Please respond with any of the buttons below. Awesome🖤, Insightful💡, Upvote⬆️, or accepted answer. Not only will this help others searching for the same answer, but help me as well. Thank you.
-
I assume that the checked boxes take precedence over the %status. How about building it with two columns. The Column "Status %" is a nested IF Statement to assign status based on % Complete. The Second column is another nested IF Statement that gives precedence in the following order: Sign Off / Review / Hold / % Status. See functions below:
"Status %": =IF([% Complete]@row = 0, "Not Started", IF([% Complete]@row = 100, "Complete", "In Progress"))
"Status": =IF([Sign Off]@row = true, "Sign Off", IF(Review@row = true, "Review", IF(Hold@row = true, "Hold", [Status %]@row)))
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.9K Get Help
- 441 Global Discussions
- 139 Industry Talk
- 471 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 68 Community Job Board
- 496 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!