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).

Answers

  • 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!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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