Automate an "Active" field

Joechaptaylor · 06/13/24

Hi,

I have a sheet wherby i have statuses, start and end dates, and also an Active field

I would like the "active" field to populate whenever a status is either

In Progress
Review
Sign Off

And when the date is either Today, or in the past.

I'd like the field to also clear, if none of the above is met.

I have set up the below, but this doesnt seem to work…. any ideas??

Andrée Starå · 06/13/24

https://community.smartsheet.com/discussion/123305/automate-an-active-field

Hi,

I hope you're well and safe!

What happens when you test the workflow?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

DKazatsky2 · 06/13/24

Hi @Joechaptaylor,

Does this have to be an automation? If you are open to using a formula, try this in the "Active" column.

=IF(AND(OR(Status@row = "In Progress", Status@row = "Review", Status@row = "Sign Off"), [Start Date]@row <= TODAY()), 1)

Hope this helps,

Dave

Andrée Starå · 06/13/24

https://community.smartsheet.com/discussion/123305/automate-an-active-field

Hi,

I hope you're well and safe!

What happens when you test the workflow?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

Joechaptaylor · 06/17/24

Hi,

This works perfect using

=IF(AND(OR(Status@row = "In Progress", Status@row = "Review", Status@row = "Sign Off"), [Start Date]@row <= TODAY()), 1)

Is there any way to add an exception that if the Start Date row is blank, it doesnt tick the field?

Andrée Starå · 06/17/24

https://community.smartsheet.com/discussion/comment/441004#Comment_441004

Excellent!

Try something like this.

=IF(AND(OR(Status@row = "In Progress", Status@row = "Review", Status@row = "Sign Off"), [Start Date]@row <> "", [Start Date]@row <= TODAY()), 1)

Did that work?

✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

Automate an "Active" field

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