How to auto-trigger a flag in smartsheet?

Emi · 01/25/22

Hi All,

I am relatively new to smartsheet and trying to see if I can auto-trigger a flag in smartsheet?

For example, if the quantity is under 500, the flag will automatically turn red. Is there a formula or a way to do this? Another question, if the quantity wasn't in the same sheet that the flag was at, can I still trigger the flag by linking to another sheet cell?

Thank you

Jeff Reisman · 01/25/22

https://community.smartsheet.com/discussion/comment/317331#Comment_317331

Yes, sorry, I was thinking of the RYG ball symbol. Flag columns are just like checkbox columns: 1 = red flag, 0 = white flag. With this formula in your flag column,

=IF(Quantity@row <500, 1, 0)

rows with quantity under 500 will show a red flag.

Jeff Reisman · 01/25/22

Yes, yes, and yes.

For a value in the same sheet on same row:

=IF(Quantity@row <500, "Red", "Green")

A cell in another sheet: As you begin typing your formula, Smartsheet will pop up a helper screen. Click on Reference Another Sheet, and select the quantity cell. Smartsheet will show your remote cell in curly brackets.

=IF({Remote Quantity Cell} <500, "Red", "Green")

If you give us some more details about what you're trying to flag, I can offer additional guidance.

Emi · 01/25/22

Hi Jeff,

Thank you so much for this quick answer. it works good with the formula. However, instead of red and green text, is there a way to turn the symbol flag to red?

Jeff Reisman · 01/25/22

https://community.smartsheet.com/discussion/comment/317331#Comment_317331

Yes, sorry, I was thinking of the RYG ball symbol. Flag columns are just like checkbox columns: 1 = red flag, 0 = white flag. With this formula in your flag column,

=IF(Quantity@row <500, 1, 0)

rows with quantity under 500 will show a red flag.

Emi · 01/25/22

Thank you so much Jeff!

LaurGrad · 03/05/24

Hello! I am very simply trying to automate the flag column to turn red when the severance column next to it populates with a yes. What is the easiest way to do this? TIA!

Jeff Reisman · 03/05/24

@LaurGrad Similar to the formula above, use an IF function in the Flag column:

=IF([Severance?]@row = "Yes", 1, 0)

Here's more info about the IF function: https://help.smartsheet.com/function/if

LaurGrad · 03/05/24

Worked like a charm, thanks Jeff!!

How to auto-trigger a flag in smartsheet?

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