Simple question, How do I automate my RAG status column based on dates?

Rob Barker

This is for contract management circumstances.

Green=Contract

is active no issues

Yellow=

Contract is due to expire in 90 days (I have a column with the contract expiration

date in it)

Red=

Contract is expired (Again this would be based on the value in the contract expiration)

 

I

checked the Automation and there doesn't seem to be an obvious workflow. Do I

need to use a formula? I feel like this is low level and an easy thing to

resolve but I'm missing the resolution myself.

 

KR

Rob

Mary_A

Hi,

This is a fairly common question, as you point out. So searching in the community is useful:

https://community.smartsheet.com/discussion/79847/how-to-automate-the-ryg-status-balls