Could somebody please help with formulas and reports

Roland Gurner

I have created an action date column on all my spreadsheets, I would like this populated by default with today's date.

 

I would then like a report running in the background letting me know if any lines become overdue i.e. in the past - I plan to display this on a large computer screen visible by all users

 

If anyone can point me in the right direction with this, I would be very grateful.

Thanks in advance

Roly

J. Craig Williams

Roland, 

 

There are a lot of questions here that are unanswered, so difficult to give you the 'right' answer.

 

It is difficult in Smartsheet to have a default and then override it later with a manual entry. Dates in WebForm are even trickier.

If the default is based on when the row is created, take a look at System columns 

https://help.smartsheet.com/articles/1964567-system-columns

 

You can add a column to capture when a date is in the past

In a checkbox type column, this will be checked when overdue:

 

=IF(TODAY() > [Due Date]23, 1, 0)

 

for the [Due Date] column, row 23.

 

You can find info on formulas here:

 

https://help.smartsheet.com/articles/775363-using-formulas

 

Hope that helps.

Craig