IF statement based on expiration dates

Hello, I am new to smartsheet. I am trying to set up an IF statement for a due date. My team has required training that expires on an annual or bi-annual basis. I am trying to make an IF statement in my Health Column based on their last completion date. So if they last finished the training on 06/30/19, I want the health column to turn yellow on 03/30/20, Red on 05/30/20, and Green once it is completed. I am not sure how to set this up so that each year I don't have to change the formula because the year has changed. Is there a way to do this? What is the formula? Do I need to add more columns (columns I have are: completion date, expiration date).


  • Jon Baier
    Jon Baier ✭✭✭✭

    Could you use Conditional Formatting rules instead of a formula? That way the format (ie the color of the cell) would work regardless of the Last Completed.

  • Alexa Jans
    Alexa Jans ✭✭✭

    Can I change this based on a ever changing date or do I need to redo the Conditional formatting if the date changes? Would changing it by conditional formatting allow me to also send a notification to those needed?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Alexa Jans,

    The simplest would probably be to use a so-called helper column.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    Would that work?

    I hope that helps!

    Be safe and have a fantastic week!


    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!