Automate RYG Balls based on 3 columns.

CaKing

Hi, 

 

I need help with finding a way to automate the RYG balls so that if no dates are input, it's white. If the first date is input, it's red. If the second date is input, its yellow. And if the final date is input, it's green.

 

Thank you !

 

Andrée Starå

Hi,

Try something like this.

=IF(AND(ISBLANK([Welcome Email]@row); ISBLANK(Signed@row); ISBLANK(Cosigned@row)); ""; IF(ISDATE(Cosigned@row); "Green"; IF(ISDATE(Signed@row); "Yellow"; IF(ISDATE([Welcome Email]@row); "Red"))))

The same version but with the below changes for your and others convenience.

=IF(AND(ISBLANK([Welcome Email]@row), ISBLANK(Signed@row), ISBLANK(Cosigned@row)), "", IF(ISDATE(Cosigned@row), "Green", IF(ISDATE(Signed@row), "Yellow", IF(ISDATE([Welcome Email]@row), "Red"))))

Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.

Did it work?

Hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

CaKing

Wow! It works perfectly!

Many thanks

Andrée Starå

Excellent!

Happy to help!

CaKing

I'm sorry to have another question, perhaps you can advise me why when I changed the order and updated the form's names, the ball doesn't change to green when the welcome email date is present?

 

You can see in the photo, the blank, gray and yellow work, but not green. 

 

=IF(AND(ISBLANK([Welcome Email]@row), ISBLANK([TPSA Signed]@row), ISBLANK([Counter Signed]@row)), "", IF(ISDATE([Counter Signed]@row), "Yellow", IF(ISDATE([TPSA Signed]@row), "Gray", IF(ISDATE([Welcome Email]@row), "Green"))))

 

I changed it to RGYG 

 

Thank you

Paul Newcome

It is the order in which you have your conditions. Once it comes across it's first true value, it stops evaluating. So if yellow and green are both true, but yellow comes first, it will trigger a yellow response, but if green comes first in your formula, it will trigger a green response. Try working your formula in order of priority...

 

=IF(ISDATE([Welcome Email]@row), "Green", IF(ISDATE([Counter Signed]@row), "Yellow", IF(ISDATE([TPSA Signed]@row), "Gray", "")))

Andrée Starå

Happy to help!

I saw that Paul answered already!

Let me know if I can help with anything else!

Best,

Andrée