Generate Status based off approved or declined

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I need a status of approved when three people approve and denied when any of the three decline the request. Anything else between those I need pending such as just the admin director approving so far or even no one approving yet but the item was submitted. any thoughts?

it goes admin director approval, then medical director approval, then senior medical leader approval.



Best Answer

  • Ray Lindstrom
    Ray Lindstrom ✭✭✭✭✭✭
    edited 11/16/22 Answer ✓
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    Hi @Please help,

    Andree had it right, but used the word denied instead of declined within the formula. Try this one of his edited just a bit.

    =IF(COUNTIFS([Admin Director approval]@row:[Senior Medical Leader approval]@row, "Declined") > 0, "Denied", IF(COUNTIFS([Admin Director approval]@row:[Senior Medical Leader approval]@row, "Approved") = 3, "Approved", IF(AND(COUNTIFS([Admin Director approval]@row:[Senior Medical Leader approval]@row, "") > 0, [Admin Director approval]@row <> ""), "Pending")))


    Hope that helps!

    BRgds,

    -Ray

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    Hi @Please help

    I hope you're well and safe!

    Try something like this.

    =IF(COUNTIFS([Admin Director approval]@row:[Senior Medical Leader approval]@row, "Denied") > 0, "Denied", IF(COUNTIFS([Admin Director approval]@row:[Senior Medical Leader approval]@row, "Approved") = 3, "Approved", IF(AND(COUNTIFS([Admin Director approval]@row:[Senior Medical Leader approval]@row, "") > 0, [Admin Director approval]@row <> ""), "Pending")))

    Did that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    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, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Please help
    Options

    Hi @Andrée Starå,

    Your post helped but it did not work fully. the declined are all saying pending. I need it to say denied if any person says declined out of the three even if someone else approved

  • Ray Lindstrom
    Ray Lindstrom ✭✭✭✭✭✭
    edited 11/16/22 Answer ✓
    Options

    Hi @Please help,

    Andree had it right, but used the word denied instead of declined within the formula. Try this one of his edited just a bit.

    =IF(COUNTIFS([Admin Director approval]@row:[Senior Medical Leader approval]@row, "Declined") > 0, "Denied", IF(COUNTIFS([Admin Director approval]@row:[Senior Medical Leader approval]@row, "Approved") = 3, "Approved", IF(AND(COUNTIFS([Admin Director approval]@row:[Senior Medical Leader approval]@row, "") > 0, [Admin Director approval]@row <> ""), "Pending")))


    Hope that helps!

    BRgds,

    -Ray

  • Please help
    Options

    THANK YOU BOTH SO MUCH! I was on the phone with Smartsheet for three hours and they could not figure it out out all!!! I appreciate you both! @Ray Lindstrom @Andrée Starå


    If I had a level 2 instead of three and only needed the approval of both the admin director and the medical director to be approved. then it said pending if the admin director was approved but the medical director had not submitted. and then denied if either of the two people said declined. how would i write that??

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    @Please help

    Thanks for the assist, Ray!

    Excellent!

    You're more than welcome!

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

    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.

  • Ray Lindstrom
    Ray Lindstrom ✭✭✭✭✭✭
    Options

    Hi @Please help,

    You're welcome. Glad to be able to help.

    In this case, try this:

    =IF(COUNTIFS([Admin Director approval]@row:[Medical Director approval]@row, "Declined") > 0, "Denied", IF(COUNTIFS([Admin Director approval]@row:[Medical Director approval]@row, "Approved") = 2, "Approved", IF(AND(COUNTIFS([Admin Director approval]@row:[Medical Director approval]@row, "") > 0, [Admin Director approval]@row <> ""), "Pending")))

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