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
Tags:
Answers
-
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
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