Need to apply conditional formatting to a parent row when a child row date is in the past

In this particular instance, I want the "Production" row to display in Red/Bold since it has subtasks that are past due and not ticked "completed". Is there a way to do this easily?


Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Justin,

    You would need to add a so-called helper column with a formula that, for example, could check a box for the parent row that meets the conditions and use that in the conditional formatting rule.

    Make sense?

    Would that work?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.

  • Thanks Andree, would you be able to tell me more specifically what kind of formula I need to enter into the column? I get that it's probably an =IF function, but I'm not sure how to define the criteria to flag if the child is red then the parent should be as well.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Justin Birchard

    Try something like this. Add the formula to the parent in the flag column.

    =IF(COUNTIFS(CHILDREN(Finish@row); <TODAY(); CHILDREN(Completed@row); 0); 1)

    The same version but with the below changes for convenience.

    =IF(COUNTIFS(CHILDREN(Finish@row), <TODAY(), CHILDREN(Completed@row), 0), 1)

    Depending on your country/region, you'll need to exchange the comma to a period and the semi-colon to a comma.

    Did it work?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.

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