Health Status Formula dependent on due date

I am experiencing trouble trying to write a formula for the below situation. See above screenshot as reference. Can someone please advise on how to write this formula correctly?

This is the current formula I'm using, but I know it's not correct:

=IF[On Hold] = 1, "Gray", IF([Due Date]@row >= TODAY(15), "Green", IF(AND([Due Date]@row >= TODAY(3), [Due Date]1 <= TODAY(14)), "Yellow", IF([Due Date]@row < TODAY(3), "Red")))


This is the situation I want to solve for:

  • If the DUE DATE is within 3 days of TODAY or in the past, turn the health symbol "Red"
  • If the DUE DATE is within 3 to 14 days from today, turn the health symbol "Yellow"
  • If the DUE DATE is 15 or more days from today, turn the health symbol "Green"
  • If the ON HOLD flag is checked, turn the health symbol "Gray"
  • Also, if I want to turn the health symbol "Green" when I've changed the STATUS column to "Completed," how would I add that to the formula?


Please let me know if there are any questions. If there is a video or help article that explains this please let me know. I found lots of articles about health formulas dependent on % Complete, but that isn't my situation.


Thank you in advance!

Best Answer

  • Mark Cronk
    Mark Cronk ✭✭✭✭✭✭
    Answer ✓

    Hi Ali,

    Does this work for you?

    =IF[On Hold] = 1, "Gray", IF(OR([Due Date]@row >= TODAY(15), Status@row="Completed"), "Green", IF([Due Date]@row < TODAY(3), "Red", "Yellow")))

    Mark


    I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.

Answers

  • Mark Cronk
    Mark Cronk ✭✭✭✭✭✭
    Answer ✓

    Hi Ali,

    Does this work for you?

    =IF[On Hold] = 1, "Gray", IF(OR([Due Date]@row >= TODAY(15), Status@row="Completed"), "Green", IF([Due Date]@row < TODAY(3), "Red", "Yellow")))

    Mark


    I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.

  • Ali Hoyt
    Ali Hoyt ✭✭✭

    @Mark Cronk Thank you so much! Yes, that worked. I had to slightly alter it to be the following, but I kept it basically the same as your suggestion. Thank you for your help! I really was at a loss for next steps and your suggestion helped incredibly.

    =IF([On Hold]@row = 1, "Gray", IF(OR([Due Date]@row >= TODAY(15), Status@row = "Complete"), "Green", IF([Due Date]@row < TODAY(3), "Red", "Yellow")))

  • Mark Cronk
    Mark Cronk ✭✭✭✭✭✭

    Happy to help. Glad you found a solution. Thank you for contributing to the Community.

    Mark


    I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.

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