Auto populate based on entry in another column

JGF

I have a column "Actual Status" that I'd like to auto populate based on the "Planned Finished Date". Can anybody help please

Jon Mark H

Hey JGF -

Assuming you want to be able to manually adjust "Actual Status" -

Create a helper column which looks to see if the "Planned Finish" date is passed:

=IF([Planned Finish]@row < TODAY(), "LATE", "")

Then Run an Automation Workflow - which triggers when this helper column changes to "Late", so that it changes "Actual Status" to "Late"

Let me know if that helps!

-Jon Mark

Andrée Starå

@JGF

You're more than welcome!

To build upon Jon's suggestion. You'd add a condition (see below)

Also, this could be developed further to automate more of the stages if you don't want them to be manually updated.

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Andrée Starå

Hi @JGF

I hope you're well and safe!

Not sure I follow.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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JGF

Hi Andree

Thank you.

What I'd like to be able to do is do something that means when the planned finish date has passed, the actual status date auto-populates with "Late"

Thank you

Jonas

Jon Mark H

Hey JGF -

Assuming you want to be able to manually adjust "Actual Status" -

Create a helper column which looks to see if the "Planned Finish" date is passed:

=IF([Planned Finish]@row < TODAY(), "LATE", "")

Then Run an Automation Workflow - which triggers when this helper column changes to "Late", so that it changes "Actual Status" to "Late"

Let me know if that helps!

-Jon Mark

JGF

It did but.. that identified that I'd asked the wrong question. Your pointer did what it said, but if the owner has "Completed" the action then it shows late. How do I fix that issue please?

Andrée Starå

@JGF

Happy to help!

Do you need to be able to change the Actual Status manually, or do you want it to be completely automated?

JGF

I need the owner of the task to be able to change it manually, but for the "Late" tag to be automated if the due date has passed and the status shows anything other than "Complete". Thank you

Andrée Starå

@JGF

You're more than welcome!

To build upon Jon's suggestion. You'd add a condition (see below)

Also, this could be developed further to automate more of the stages if you don't want them to be manually updated.

✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

JGF

Excellent - thank you both!!!

Andrée Starå

@JGF

I'm always happy to help!

✅Remember! Please support the Community by marking the post(s) that helped or answered your question or solved your problem with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!