Getting an image approved - how to set Approval Status from multiple cells, ignoring blanks


Hello!

I have an image production process sheet that at the moment requires 1-3 approvers per image. The images to be approved live in a cloud drive - they do not get attached to the Smartsheet.

Basically, when there is a contact email in an Approver cell, I need a formula to check what the Image Approval Status is.

Here is the flow -

  1. Vendor submits link, hits checkbox "Send for Review", automation sends anupdate request*to contacts in Approver 1, Approver 2, and Approver 3 cells. Approver 2 and Approver 3 might be blank if they are not needed. *This is not set in stone, was using this method so that they can also submit comments on what needs to be changed.
  2. Approver 1, Approver 2, and Approver 3 submit Update Request with "Approved" or "Changes Needed" along with comments in Approver 1 Comments, Approver 2 Comments, Approver 3 Comments.

Here's the logic:

Screen Shot 2021-05-13 at 1.10.45 PM.png


Here's what the cells look like currently:

Screen Shot 2021-05-13 at 1.12.34 PM.png

Different section of the sheet contains the Approver 1 - 3 contact columns:

Screen Shot 2021-05-13 at 1.13.46 PM.png


Thanks for any help!

Heather

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    edited 05/14/21 Answer ✓

    Hi@Heather Walker

    Thanks for describing your process so well, and for the screen captures! This is really helpful.

    This can be done with aNested IF formula statement.

    The first thing we'll say is that if the first Approver cell is blank, return a blank status (as I presume this means the process hasn't started yet).

    =IF([Approver 1]@row = "", ""


    Then we'll move on to the "Changes Needed" instruction, because ifanyof the cells say this then we should display this text.

    如果(或([1审批人批准]@row =“改变需要“, [Approver 2 Approval]@row = "Changes Needed", [Approver 3 Approval]@row = "Changes Needed"), "Changes Needed"


    Then we'll move on to if Three Approvers have been assigned, but not all three have responded. This counts how many cells have content in the 3 Approver cells, then compares it to how many responses have been received. This presumes that you add in all possible approvers at the beginning before sending out the requests.

    IF(COUNT([Approver 1]@row, [Approver 2]@row, [Approver 3]@row) <> COUNT([Approver 1 Approval]@row, [Approver 2 Approval]@row, [Approver 3 Approval]@row), "Waiting on Response"


    That covers it! Now we can say if neither if the above statements are true (so all approvals have a response, but none of them say "Changes Needed"), it's Approved!

    , "Approved"


    Full Formula:

    =IF([Approver 1]@row = "", "", IF(OR([Approver 1 Approval]@row = "Changes Needed", [Approver 2 Approval]@row = "Changes Needed", [Approver 3 Approval]@row = "Changes Needed"), "Changes Needed", IF(COUNT([Approver 1]@row, [Approver 2]@row, [Approver 3]@row) <> COUNT([Approver 1 Approval]@row, [Approver 2 Approval]@row, [Approver 3 Approval]@row), "Waiting on Response", "Approved")))


    Now you can make it a Column Formula!

    Screen Shot 2021-05-14 at 11.27.47 AM.png


    Let me know if this works for you.

    Cheers,

    Genevieve

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    edited 05/14/21 Answer ✓

    Hi@Heather Walker

    Thanks for describing your process so well, and for the screen captures! This is really helpful.

    This can be done with aNested IF formula statement.

    The first thing we'll say is that if the first Approver cell is blank, return a blank status (as I presume this means the process hasn't started yet).

    =IF([Approver 1]@row = "", ""


    Then we'll move on to the "Changes Needed" instruction, because ifanyof the cells say this then we should display this text.

    如果(或([1审批人批准]@row =“改变需要“, [Approver 2 Approval]@row = "Changes Needed", [Approver 3 Approval]@row = "Changes Needed"), "Changes Needed"


    Then we'll move on to if Three Approvers have been assigned, but not all three have responded. This counts how many cells have content in the 3 Approver cells, then compares it to how many responses have been received. This presumes that you add in all possible approvers at the beginning before sending out the requests.

    IF(COUNT([Approver 1]@row, [Approver 2]@row, [Approver 3]@row) <> COUNT([Approver 1 Approval]@row, [Approver 2 Approval]@row, [Approver 3 Approval]@row), "Waiting on Response"


    That covers it! Now we can say if neither if the above statements are true (so all approvals have a response, but none of them say "Changes Needed"), it's Approved!

    , "Approved"


    Full Formula:

    =IF([Approver 1]@row = "", "", IF(OR([Approver 1 Approval]@row = "Changes Needed", [Approver 2 Approval]@row = "Changes Needed", [Approver 3 Approval]@row = "Changes Needed"), "Changes Needed", IF(COUNT([Approver 1]@row, [Approver 2]@row, [Approver 3]@row) <> COUNT([Approver 1 Approval]@row, [Approver 2 Approval]@row, [Approver 3 Approval]@row), "Waiting on Response", "Approved")))


    Now you can make it a Column Formula!

    Screen Shot 2021-05-14 at 11.27.47 AM.png


    Let me know if this works for you.

    Cheers,

    Genevieve

  • Hi@Genevieve P- this is perfect!


    With this formula + my automation on "Send to Review", this is really going to smooth out the process!


    I added one nested IF statement to the formula -

    • IF "Send for Review" is NOT checked (image is still being worked on)
    • AND there are Approvers contact information entered
    • THEN Approval Status is set to "Not Sent for Review."


    Full Formulafor checkbox as the trigger to send for review:

    =IF([Send for Review]@row = 1, IF([Approver 1]@row = "", "", IF(OR([Approver 1 Approval]@row = "Changes Needed", [Approver 2 Approval]@row = "Changes Needed", [Approver 3 Approval]@row = "Changes Needed"), "Changes Needed", IF(COUNT([Approver 1]@row, [Approver 2]@row, [Approver 3]@row) <> COUNT([Approver 1 Approval]@row, [Approver 2 Approval]@row, [Approver 3 Approval]@row), "Waiting on Response", "Approved"))), "Not Sent for Review")


    approval status with check box trigger.PNG


    Thanks so much for your help!

    Heather

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@Heather Walker

    Amazing! That's a great addition. Looks good!

Help Article Resources

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Hi, <\/p>

Instead of applying the formula to \"Multiselect Text String\" row, did you tried with \"Multiselect Values\" row?<\/p>

=IF(HAS([Multiselect Values]@row, [Component ID]@row), \"MATCH\", \"NO MATCH\")<\/p>

Thank you,<\/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":109493,"type":"question","name":"I am having trouble using \"And\", \"OR\" & \"Countif(s)\" to build a formula.","excerpt":"Hello, I am attempting to come up with a sheet summary formula that counts cells if they meet at least one of 3 different statuses in the same column, AND also meet one of 5 different statuses in a separate column. So using the screenshot I've provided as an example (although it doesn't have 5 different statuses in the…","snippet":"Hello, I am attempting to come up with a sheet summary formula that counts cells if they meet at least one of 3 different statuses in the same column, AND also meet one of 5…","categoryID":322,"dateInserted":"2023-08-25T20:03:21+00:00","dateUpdated":null,"dateLastComment":"2023-08-26T00:34:49+00:00","insertUserID":165710,"insertUser":{"userID":165710,"name":"SmarsheetNewb","url":"https:\/\/community.smartsheet.com\/profile\/SmarsheetNewb","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-26T00:33:27+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T02:16:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":23,"score":null,"hot":3386005690,"url":"https:\/\/community.smartsheet.com\/discussion\/109493\/i-am-having-trouble-using-and-or-countif-s-to-build-a-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109493\/i-am-having-trouble-using-and-or-countif-s-to-build-a-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109493,"commentID":392692,"name":"Re: I am having trouble using \"And\", \"OR\" & \"Countif(s)\" to build a formula.","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392692#Comment_392692","dateInserted":"2023-08-26T00:34:49+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T02:16:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-26T00:33:25+00:00","dateAnswered":"2023-08-25T20:44:12+00:00","acceptedAnswers":[{"commentID":392662,"body":"

Try this:<\/p>

=COUNTIFS([Item Number]:[Item Number], OR(@cell = \"C001\", @cell = \"COO2\", @cell = \"COO3\", @cell = \"COO4\"), [Status]:[Status], OR(@cell = \"Green\", @cell = \"Yellow\", @cell = \"Red\"))<\/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":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109474,"type":"question","name":"Help with date calculation formula","excerpt":"Hello, I'm trying to find a formula that will help me calculate how long an intake took to resolve. The rows I need to be calculated are Date Reported & Resolution Date. If the resolution date is blank I want it to use the current date in the calculation to see how long this issue has gone unresolved. Any help is much…","snippet":"Hello, I'm trying to find a formula that will help me calculate how long an intake took to resolve. The rows I need to be calculated are Date Reported & Resolution Date. If the…","categoryID":322,"dateInserted":"2023-08-25T16:29:39+00:00","dateUpdated":"2023-08-25T16:29:59+00:00","dateLastComment":"2023-08-25T23:01:30+00:00","insertUserID":165688,"insertUser":{"userID":165688,"name":"Nwest","title":"Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/Nwest","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!ukHVZ18ImX4!BcjWAe8S9SY!l7iQo_PZHOx","dateLastActive":"2023-08-25T17:22:30+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":165688,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T17:06:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":23,"score":null,"hot":3385987269,"url":"https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109474,"commentID":392687,"name":"Re: Help with date calculation formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392687#Comment_392687","dateInserted":"2023-08-25T23:01:30+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T17:06:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T17:04:22+00:00","dateAnswered":"2023-08-25T16:36:59+00:00","acceptedAnswers":[{"commentID":392622,"body":"

\n \n https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula\n <\/a>\n<\/div>\n

Hi, <\/p>

I hope you're well and safe!<\/p>

Try something like this.<\/p>

=IF([Date Reported]@row <> \"//www.santa-greenland.com/community/discussion/79390/\", IF([Resolution Date]@row = \"//www.santa-greenland.com/community/discussion/79390/\", NETDAYS([Date Reported]@row, TODAY()), NETDAYS([Date Reported]@row, [Resolution Date]@row)))<\/p>

Did that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

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