Formula for STATUS column
I'm hoping someone can help me with a formula for my 'STATUS' column on my smartsheet.
- First off - I’d like to have all new items received in this sheet default to the status ‘Pending Approval’ in the STATUS column.
- After they are routed and they receive approval from all 4 managers (Level 1, Level 2, Level 3 , Level 4) the status column should change to ‘Approved/Pending Scheduling’
- If any of the Level 1-Level 4 managers decline the request the status would change to ‘Declined’
- After all 4 levels have approved, the item will be routed to a scheduler (I will set that up through the automated workflow).
- Once the column ‘Scheduling Complete/Added to Schedule?’ is changed to ‘Scheduled’ – I’d like that STATUS column to update to ‘Scheduled’
Thank you in advance for any help you can offer!
Best Answer
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Try something like this...
=IF([Scheduling Complete/Added to Schedule?]@row = "Scheduled", "Scheduled", IF(COUNTIFS([First Approval Column]@row:[Last Approval Column]@row) = 4, "Approved", "Approved", IF(CONTAINS("Declined", [First Approval Column]@row:[Last Approval Column]@row), "Declined", "Pending Approval")))
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Answers
-
Try something like this...
=IF([Scheduling Complete/Added to Schedule?]@row = "Scheduled", "Scheduled", IF(COUNTIFS([First Approval Column]@row:[Last Approval Column]@row) = 4, "Approved", "Approved", IF(CONTAINS("Declined", [First Approval Column]@row:[Last Approval Column]@row), "Declined", "Pending Approval")))
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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This worked perfectly, thank you so much Paul! You're amazing!
I just posted a new question separately - any chance you can help? :) Thanks!
Jason
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Happy to help! 👍️
I'd be happy to take a look. Can you post a link to it?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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