STATUS FORMULA

Hi Community,

I always struggle with the status formulas. There are 5 status points:

  1. Not started - identified by the [DATE HA WAS ASSIGNED] (I want it so if the cell is blank it results as Not Started).
  2. 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).
  3. 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).
  4. 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.
  5. Complete - identified by [HA ADDED SECTION 5 IN-PERSON DOCUMENTS TO SS].
image.png

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

  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭
    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

  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭
    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

  • Kelly, you are a lifesaver! Thank you so very much. Yes, it was a linear process. This works perfectly!

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@Ymandel<\/a> See if this version works:<\/p>

=COUNTIFS([Discharged Date]:[Discharged Date], >DATE(2023, 5, 26), [Date Activated]:[Date Activated], <=(DATE(2023, 6, 2)), [Status]:[Status], OR(@cell = \"Active\", @cell = \"Discharged\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":107013,"type":"question","name":"#Incorrect Argument Set","excerpt":"Good Morning, I've been trying to figure this formula out but I can't seem to get it. I need to sum any amount in the computed count column, match it with the AP tech for a specific month. I've tried swapping the columns around but nothing seems to work. What am I missing? =SUMIFS({011-AP Archive AP Tech}, [Primary…","snippet":"Good Morning, I've been trying to figure this formula out but I can't seem to get it. I need to sum any amount in the computed count column, match it with the AP tech for a…","categoryID":322,"dateInserted":"2023-06-28T13:44:50+00:00","dateUpdated":null,"dateLastComment":"2023-06-28T14:41:30+00:00","insertUserID":156010,"insertUser":{"userID":156010,"name":"AliT","url":"https:\/\/community.smartsheet.com\/profile\/AliT","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!80tRN2Ch-HQ!nDHdH1rxiPw!1_-nYVqJJzq","dateLastActive":"2023-06-28T14:41:41+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":156010,"lastUser":{"userID":156010,"name":"AliT","url":"https:\/\/community.smartsheet.com\/profile\/AliT","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!80tRN2Ch-HQ!nDHdH1rxiPw!1_-nYVqJJzq","dateLastActive":"2023-06-28T14:41:41+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":11,"score":null,"hot":3375923780,"url":"https:\/\/community.smartsheet.com\/discussion\/107013\/incorrect-argument-set","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107013\/incorrect-argument-set","format":"Rich","lastPost":{"discussionID":107013,"commentID":382850,"name":"Re: #Incorrect Argument Set","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382850#Comment_382850","dateInserted":"2023-06-28T14:41:30+00:00","insertUserID":156010,"insertUser":{"userID":156010,"name":"AliT","url":"https:\/\/community.smartsheet.com\/profile\/AliT","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!80tRN2Ch-HQ!nDHdH1rxiPw!1_-nYVqJJzq","dateLastActive":"2023-06-28T14:41:41+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T14:41:39+00:00","dateAnswered":"2023-06-28T14:41:30+00:00","acceptedAnswers":[{"commentID":382850,"body":"

with a little more work - I got it!!<\/p>

=SUMIFS({011-AP Archive Computed Count}, {011-AP Archive AP Tech}, [Primary Column]118, {011-AP Archive Month}, 3)<\/p>

I swear I tried this earlier!! But I did confirm that it is adding up correctly!!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":107009,"type":"question","name":"I need help with a if formula to get the $ amount total if another column = a specific item.","excerpt":"I want to make a formula in the Column \"A Total\" in the highlighted Cell, that will give me the Sum of $ from Grand Total Column if the A is in the Project column.","snippet":"I want to make a formula in the Column \"A Total\" in the highlighted Cell, that will give me the Sum of $ from Grand Total Column if the A is in the Project column.","categoryID":322,"dateInserted":"2023-06-28T12:55:48+00:00","dateUpdated":null,"dateLastComment":"2023-06-28T13:46:52+00:00","insertUserID":162272,"insertUser":{"userID":162272,"name":"Elayne Smith","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Elayne%20Smith","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!z_neMx7Hvj4!mVDfnuqtMWQ!RH9Ly5uQ-po","dateLastActive":"2023-06-28T13:41:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162272,"lastUser":{"userID":162272,"name":"Elayne Smith","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Elayne%20Smith","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!z_neMx7Hvj4!mVDfnuqtMWQ!RH9Ly5uQ-po","dateLastActive":"2023-06-28T13:41:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":26,"score":null,"hot":3375918760,"url":"https:\/\/community.smartsheet.com\/discussion\/107009\/i-need-help-with-a-if-formula-to-get-the-amount-total-if-another-column-a-specific-item","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107009\/i-need-help-with-a-if-formula-to-get-the-amount-total-if-another-column-a-specific-item","format":"Rich","lastPost":{"discussionID":107009,"commentID":382831,"name":"Re: I need help with a if formula to get the $ amount total if another column = a specific item.","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382831#Comment_382831","dateInserted":"2023-06-28T13:46:52+00:00","insertUserID":162272,"insertUser":{"userID":162272,"name":"Elayne Smith","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Elayne%20Smith","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!z_neMx7Hvj4!mVDfnuqtMWQ!RH9Ly5uQ-po","dateLastActive":"2023-06-28T13:41:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/N80WFJ95P6OH\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T13:45:50+00:00","dateAnswered":"2023-06-28T13:05:16+00:00","acceptedAnswers":[{"commentID":382818,"body":"

Hi @Elayne Smith<\/a>,<\/p>

The formula for this would be:<\/p>

=SUMIF(Project:Project, \"A\", [Grand Total]:[Grand Total])<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

Hope this helps - any issues etc. then just post! 😊<\/span><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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