Conditional: If one child is closed or past due for approval, entire hierarchy/project is closed

aaboueid
aaboueid ✭✭✭
edited 12/09/19 in Smartsheet Basics

I have an approval request setup in my sheet, and an age column where I am tracking the number of days since the approval request was sent out. I need a method to mark the whole project tree "Closed" if any of the children's requests for approval's "age" is over (2) days

Comments

  • Chris McKay
    Chris McKay ✭✭✭✭✭✭

    Hi aaboueid,

    I'm still not clear how your sheet is setup but is the following what you're after?

    =IFERROR(IF(MIN(CHILDREN([Approval Request Date]1)) < TODAY() - 2, 1, 0), "")

    You could add some conditional formatting for the row based on the value in the Closed column.

    Approvalrequest.png

  • aaboueid
    aaboueid ✭✭✭

    Thanks Chris, this worked flawlessly!

  • aaboueid
    aaboueid ✭✭✭
    edited 03/01/18

    Chris, on closer observation, it is working perfectly if there are no grandchildren, please see screenshot, the issue for review is (3) days old, I need the grandparent "LC Lemle" to be marked closed in the P_Closed column, not just the direct parent "Specs & Drawings"

    Here is the formula in P_Closed column:

    =IFERROR(IF(MIN(CHILDREN(Age@row)) > 2, 1, 0), "")

    Capture.PNG

  • Chris McKay
    Chris McKay ✭✭✭✭✭✭

    Hi aaboueid,

    My pleasure. It's probably best to adapt what you have already instead of re-working it. How are you calculating the Age column? I'd tackle this by looking for:

    =IF(COUNT(CHILDREN(Age1)>0,MAX(CHILDREN(Age1), FALSE) with FALSE being whatever formula you're already using in Age to come up with the 3 value.

    You could also add another column to identify which rows are parents or children and use that in your formula to determine which Age value to check against.

  • aaboueid
    aaboueid ✭✭✭
    edited 03/01/18

    Here is the function in the Age column:

    =IF(ISBLANK(Issued@row), "", NETWORKDAYS(Issued@row, TODAY()))

    And we have an"Is_Parent" check box column identifying parent rows