Question on IF / AND OR Formula

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Hello,

I have this formula that works great. I would like to add one criteria to it, however. If a new column (not currently referenced here, which contains a "priority status" (different than "status") that is "high", the dot should be red, regardless of any other critera.

=IF(OR(Status@row = "Dead", Status@row = "Closed", Status@row = "On Pause"), "Gray", IF(AND([Next Touchpoint]@row < TODAY(), OR(Status@row <> "Closed", Status@row <> "Dead")), "Red", IF(AND([Next Touchpoint]@row <= TODAY(+3), OR(Status@row <> "Closed", Status@row <> "Dead")), "Yellow", "Green")))


Thank you!

Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
    Options

    Hi @Shannon Scarbrough

    I hope you're well and safe!

    Try something like this.

    =IF([Priority Status]@row = "High"; "Red"; IF(OR(Status@row = "Dead"; Status@row = "Closed"; Status@row = "On Pause"); "Gray"; IF(AND([Next Touchpoint]@row < TODAY(); OR(Status@row <> "Closed"; Status@row <> "Dead")); "Red"; IF(AND([Next Touchpoint]@row <= TODAY(+3); OR(Status@row <> "Closed"; Status@row <> "Dead")); "Yellow"; "Green"))))

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
    Options

    Hi @Shannon Scarbrough

    I hope you're well and safe!

    Try something like this.

    =IF([Priority Status]@row = "High"; "Red"; IF(OR(Status@row = "Dead"; Status@row = "Closed"; Status@row = "On Pause"); "Gray"; IF(AND([Next Touchpoint]@row < TODAY(); OR(Status@row <> "Closed"; Status@row <> "Dead")); "Red"; IF(AND([Next Touchpoint]@row <= TODAY(+3); OR(Status@row <> "Closed"; Status@row <> "Dead")); "Yellow"; "Green"))))

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | 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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