Health status formulas and automation
Hi, is anybody able to help with automation formulas for the Health column? I'm very new to Smartsheet and struggling a bit! I'm trying to do the following:
Green - Status='In Progress' and more than 1 week before end date, or status= 'Complete'
Yellow - Status= 'In Progress' but end date 1 week away
Red- Start date is before today and status='Not started',or end date has passed and status is 'Not started' or 'In Progress', or status='On Hold'
Grey - Status='Not started' and today is before start date
Thank you.
Answers
-
Let's try something like this...
=IF(Status@row = "Complete", "Green", IF([End Date]@row < TODAY(), "Red", IF(Status@row = "Not Started", IF([Start Date]@row > TODAY(), "Grey", "Red"), IF(Status@row = "In Progress", IF([End Date]@row > TODAY(7), "Green", "Yellow")))))
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!
-
Hi Paul,
This is fantastic thank you, it seems to have worked mostly. The only section that is missing is if a task is 'On Hold' that it is Red. Where would I add this in?
Thanks again for your help!
-
So ANY project regardless of dates that is "On Hold" should be "red"? I must have misunderstood what you needed. My apologies. Try this...
=IF(Status@row = "Complete", "Green", IF(OR(Status@row = "On Hold", [End Date]@row < TODAY()), "Red", IF(Status@row = "Not Started", IF([Start Date]@row > TODAY(), "Grey", "Red"), IF(Status@row = "In Progress", IF([End Date]@row > TODAY(7), "Green", "Yellow")))))
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!
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63K Get Help
- 380 Global Discussions
- 212 Industry Talk
- 442 Announcements
- 4.6K Ideas & Feature Requests
- 140 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 305 Events
- 34 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!