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

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    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!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

  • 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!

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    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!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

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