RYG Automation using Drop Down lists

dcabras
dcabras
edited 12/09/19 in Formulas and Functions

Hi

I've watched a few videos on RYG automation based on due dates but is anyone able to help with the IF function using categories from a drop down list instead?

I.e. Looking at Recruitment Status:

If someone chooses 'On Hold' from the drop down, I want the RYG column to show Red. If someone chooses 'Interviews and Assessments' from the drop down, I want the RYG column to show Yellow.

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi,

    =IF([Drop Down]@row = "On Hold"; "Red"; IF([Drop Down]@row = "Interviews and Assessments"; "Yellow"))    

    The same version but with the below changes for your and others convenience.  

    =IF([Drop Down]@row = "On Hold", "Red", IF([Drop Down]@row = "Interviews and Assessments", "Yellow"))

    Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.

    I hope this helps you!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi Andree

     

    Thanks so much for taking the time to look at this. I'm getting some errors with it. This is what my formula is so far:

    =IF([Recruitment status]='On Hold','Red',IF([Recruitment status]='TON','Yellow',IF([Recruitment status]='Confirmed','Green')))



    What is it that I am doing wrong?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    You've forgot the @rows and the ' should be "

    Try this.

    =IF([Recruitment status]@row="On Hold","Red",IF([Recruitment status]@row="TON","Yellow",IF([Recruitment status]@row="Confirmed","Green")))

    Did it work?

    Best,

    Andrée

     

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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