STATUS FORMULA
Hi Community,
I always struggle with the status formulas. There are 5 status points:
- Not started - identified by the [DATE HA WAS ASSIGNED] (I want it so if the cell is blank it results as Not Started).
- In Progress - HA - identified by the [DATE HA WAS ASSIGNED] (I want it so if there is a date entered the status changes to In Progress - HA).
- In Progress - IT - identified by the [DATE HA SENT TO IT DEPT. FOR ACCESS] (I want it so if there is a date entered the status changes to In Progress - IT).
- In Progress - Orientation - identified by [DATE AD ACCOUNT PROVIDED] (I want it so if there is a date entered the status changes to In Progress - Orientation.
- Complete - identified by [HA ADDED SECTION 5 IN-PERSON DOCUMENTS TO SS].
I have the status column set up as a dropdown selection. This is the last piece I need; I am so close!
I do prefer the @row formulas :)
Best Answer
-
Hey @HardWork
I assumed your process would proceed linearly. If it doesn't you may have to define additional criteria to delineate the correct status.
Try this
=IF(ISDATE([HA ADDED SECTION 5 IN-PERSON DOCUMENTS TO SS]@row), "Complete", IF(ISDATE([DATE AD ACCOUNT PROVIDED]@row), "In Progress - Orientation", IF(ISDATE([DATE HA SENT TO IT DEPT. FOR ACCESS]@row), "In Progress - IT", IF(ISDATE([DATE HA WAS ASSIGNED]@row), "In Progress - HA", IF(AND(ISDATE([Requestor Auto Date]@row), [DATE HA WAS ASSIGNED]@row = ""), "Not Started")))))
Will this formula work for you?
Kelly
Answers
-
Hey @HardWork
I assumed your process would proceed linearly. If it doesn't you may have to define additional criteria to delineate the correct status.
Try this
=IF(ISDATE([HA ADDED SECTION 5 IN-PERSON DOCUMENTS TO SS]@row), "Complete", IF(ISDATE([DATE AD ACCOUNT PROVIDED]@row), "In Progress - Orientation", IF(ISDATE([DATE HA SENT TO IT DEPT. FOR ACCESS]@row), "In Progress - IT", IF(ISDATE([DATE HA WAS ASSIGNED]@row), "In Progress - HA", IF(AND(ISDATE([Requestor Auto Date]@row), [DATE HA WAS ASSIGNED]@row = ""), "Not Started")))))
Will this formula work for you?
Kelly
-
Kelly, you are a lifesaver! Thank you so very much. Yes, it was a linear process. This works perfectly!
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