Automation

Hello, I am looking for a way to condition a symbol column to updated from a text column. Any tips?

Antonio González-Martínez (He/Him/Él)
Configuration Support
E&I United Strategic Platform Ops & Enablement UnitedHealthcare
O: 952.251.4387
E: antonio_gonzalez-martinez@uhc.com

Best Answer

  • Stefan
    Stefan ✭✭✭✭✭✭
    Answer ✓

    Hi @AGM ,

    ahh, the screenshot makes it easier to help :-)

    What you need is a nested IF formula that caters for your status.

    As you have only 4 colour balls but 5 options you may need to switch to other symbols providing more than 4 icons.

    For easier reading let's say: refining = 1 / defined = 2 / in-progress = 3 / completed = 4 / accepted = 5.

    =IF([Schedule State]@row = "1", "Red", IF([Schedule State]@row = "2", "Yellow", IF([Schedule State]@row = "3", "Green", IF([Schedule State]@row = "4", "Blue", "Grey"))))

    Hope this helps

    Stefan

    Smartsheet Consulting, Solution Building, Training and Support.

    Projects for Processes and for People.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @AGM

    I hope you're well and safe!

    Try something like this.

    =IF(Question@row = "Yes", "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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

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  • AGM
    AGM ✭✭✭

    Thanks @Andrée Starå!

    What if the reference sheet is the same?

    Antonio González-Martínez (He/Him/Él)
    Configuration Support
    E&I United Strategic Platform Ops & Enablement UnitedHealthcare
    O: 952.251.4387
    E: antonio_gonzalez-martinez@uhc.com

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @AGM

    Happy to help!

    Not sure I follow! Can you elaborate?

    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.

  • AGM
    AGM ✭✭✭


    I am trying to add a formula that will update my "Current Status" with the associated Color Ball based on the "Schedule Status" column.

    The formula that you provided is working. However, it does NOT account for multiple options. As I have four different color balls and five "Schedule State" options to coordinate.

    Current Formula that is working for single option: =IF([Schedule State]@row = "Accepted", "Blue")

    Antonio González-Martínez (He/Him/Él)
    Configuration Support
    E&I United Strategic Platform Ops & Enablement UnitedHealthcare
    O: 952.251.4387
    E: antonio_gonzalez-martinez@uhc.com

  • Stefan
    Stefan ✭✭✭✭✭✭
    Answer ✓

    Hi @AGM ,

    ahh, the screenshot makes it easier to help :-)

    What you need is a nested IF formula that caters for your status.

    As you have only 4 colour balls but 5 options you may need to switch to other symbols providing more than 4 icons.

    For easier reading let's say: refining = 1 / defined = 2 / in-progress = 3 / completed = 4 / accepted = 5.

    =IF([Schedule State]@row = "1", "Red", IF([Schedule State]@row = "2", "Yellow", IF([Schedule State]@row = "3", "Green", IF([Schedule State]@row = "4", "Blue", "Grey"))))

    Hope this helps

    Stefan

    Smartsheet Consulting, Solution Building, Training and Support.

    Projects for Processes and for People.

  • AGM
    AGM ✭✭✭

    Thanks you so much for your assistance. 👍️

    Antonio González-Martínez (He/Him/Él)
    Configuration Support
    E&I United Strategic Platform Ops & Enablement UnitedHealthcare
    O: 952.251.4387
    E: antonio_gonzalez-martinez@uhc.com

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