"Date" cell updates "status" cell

Hello Community! I have been searching thru the posts for a solution without success, time to ask you all wonderful peeps! I have a tracker to manage damaged items, one of the steps is to assign the job to an external designer contractor, the contractor enters an Estimated Design Completion Date and once the design package is completed, an Actual Design Completion Date. Currently, every time the designer enters the Estimated Design Completion Date they have to manually change the status to Request in Progress, and similarly when entering the Actual Design Completion Date status is manually changed to Request Completed. I am looking to automate this and every time a date is entered in the Estimated date the status changes to In Progress, when Actual date is entered status is Completed. Design Status column is a Dropdown (single select), and its being used in Conditional Formatting (in case this is useful info).


This is the formulas l have tried to not avail, only the Request in Progress comes up:

=如果([估计设计完成日期-辅助坳umn]@row = 1, "Request in Progress", IF([Actual Design Completion Date - Helper Column]@row = 1, "Request Completed"))


image.png


Thanks!

Best Answers

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭✭
    Answer ✓

    @Silvia Rangel

    You can use automation to do this. Create a new automation workflow:

    Trigger: When rows are changed, when the Estimated date changes to any value

    Action: Change cell value (Select the Design Status column, enter the status you want displayed.

    Create another automation rule that does the same thing, but gets triggered when the Actual date changes to any value.

    image.png


    Regards,

    Jeff Reisman,IT Business Analyst & Project Coordinator,Mitsubishi Electric Trane US

    Link:Smartsheet Functions Help PagesLink:Smartsheet Formula Error Messages

    If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭✭
    Answer ✓

    @Silvia Rangel

    FYI, the reason your formula wasn't working is because the IF formula works from left to right, and once it encounters a true condition, that's where it stops.

    If you wanted this formula to work, you'd have to flip it around and add an AND condition:

    =IF(AND([Actual Design Completion Date - Helper Column]@row = 1, [Estimated Design Completion Date - Helper column]@row = 1), "Request Completed", IF([Estimated Design Completion Date - Helper Column]@row = 1, "Request In Progress"))

    In English - if both helper columns have a 1 in them, set the status to Request Completed, otherwise, if the Estimated helper column has a one in it, set the status to Request in Progress.

    You could also do this without helper columns:

    =IF(AND(ISDATE([Estimated Design Completion Date]@row), ISDATE([Actual Design Completion Date]@row)), "Request Completed", IF(ISDATE([Estimated Design Completion Date]@row), "Request In Progress"))

    Regards,

    Jeff Reisman,IT Business Analyst & Project Coordinator,Mitsubishi Electric Trane US

    Link:Smartsheet Functions Help PagesLink:Smartsheet Formula Error Messages

    If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!

Answers

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭✭
    Answer ✓

    @Silvia Rangel

    You can use automation to do this. Create a new automation workflow:

    Trigger: When rows are changed, when the Estimated date changes to any value

    Action: Change cell value (Select the Design Status column, enter the status you want displayed.

    Create another automation rule that does the same thing, but gets triggered when the Actual date changes to any value.

    image.png


    Regards,

    Jeff Reisman,IT Business Analyst & Project Coordinator,Mitsubishi Electric Trane US

    Link:Smartsheet Functions Help PagesLink:Smartsheet Formula Error Messages

    If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭✭
    Answer ✓

    @Silvia Rangel

    FYI, the reason your formula wasn't working is because the IF formula works from left to right, and once it encounters a true condition, that's where it stops.

    If you wanted this formula to work, you'd have to flip it around and add an AND condition:

    =IF(AND([Actual Design Completion Date - Helper Column]@row = 1, [Estimated Design Completion Date - Helper column]@row = 1), "Request Completed", IF([Estimated Design Completion Date - Helper Column]@row = 1, "Request In Progress"))

    In English - if both helper columns have a 1 in them, set the status to Request Completed, otherwise, if the Estimated helper column has a one in it, set the status to Request in Progress.

    You could also do this without helper columns:

    =IF(AND(ISDATE([Estimated Design Completion Date]@row), ISDATE([Actual Design Completion Date]@row)), "Request Completed", IF(ISDATE([Estimated Design Completion Date]@row), "Request In Progress"))

    Regards,

    Jeff Reisman,IT Business Analyst & Project Coordinator,Mitsubishi Electric Trane US

    Link:Smartsheet Functions Help PagesLink:Smartsheet Formula Error Messages

    If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!

  • @Jeff ReismanThanks! I always forget about IF formula working left to right. And l guess l was making it hard for myself trying to do it with a formula instead of an automation. Thanks so much, both worked!

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out theFormula Handbook template!
Are you wanting to add the results together from all of the sheets? If so, you would create separate COUNTIFS (one for each sheet) and then add them together.<\/p>


<\/p>

=COUNTIFS(.....) + COUNTIFS(.....)<\/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":103643,"type":"question","name":"I am trying to sum a set of columns if one condition does not exist.","excerpt":"I have tried a couple of formulas with no luck. If the first three criteria have \"Fail\" then the overall score should be Fail; however if not then I want to add the scores of the other columns together. Here's what I've tried so far. and I get #INCORRECT ARGUMENT for the if statement and #UNPASEABLE for the sum statement.…","categoryID":322,"dateInserted":"2023-04-05T15:21:48+00:00","dateUpdated":null,"dateLastComment":"2023-04-07T11:25:06+00:00","insertUserID":159925,"insertUser":{"userID":159925,"name":"blmccue","url":"https:\/\/community.smartsheet.com\/profile\/blmccue","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-04-07T16:22:55+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-04-07T20:57:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":40,"score":null,"hot":3361577814,"url":"https:\/\/community.smartsheet.com\/discussion\/103643\/i-am-trying-to-sum-a-set-of-columns-if-one-condition-does-not-exist","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/103643\/i-am-trying-to-sum-a-set-of-columns-if-one-condition-does-not-exist","format":"Rich","lastPost":{"discussionID":103643,"commentID":370759,"name":"Re: I am trying to sum a set of columns if one condition does not exist.","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/370759#Comment_370759","dateInserted":"2023-04-07T11:25:06+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-04-07T20:57:06+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":"2023-04-06T15:27:12+00:00","dateAnswered":"2023-04-05T21:39:17+00:00","acceptedAnswers":[{"commentID":370555,"body":"

Hi Paul, thanks for taking the time to help! Here is a screenshot.<\/p>


<\/p>

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


<\/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":103680,"type":"question","name":"I am trying to count a topic by year","excerpt":"I am trying to count a certain topic by a certain date range. I cant figure out what is wrong with my formula =COUNTIFS({OSH Tracker Rules Range 1},\"Open\",IF({OSH Tracker Rules Range 2},DATE[23, 01, 01] DATE [23, 12, 31])","categoryID":322,"dateInserted":"2023-04-05T21:54:34+00:00","dateUpdated":null,"dateLastComment":"2023-04-06T21:10:00+00:00","insertUserID":160234,"insertUser":{"userID":160234,"name":"Adina.J_Bradshaw","title":"Paralegal","url":"https:\/\/community.smartsheet.com\/profile\/Adina.J_Bradshaw","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-04-07T16:49:21+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":160234,"lastUser":{"userID":160234,"name":"Adina.J_Bradshaw","title":"Paralegal","url":"https:\/\/community.smartsheet.com\/profile\/Adina.J_Bradshaw","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-04-07T16:49:21+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":24,"score":null,"hot":3361548274,"url":"https:\/\/community.smartsheet.com\/discussion\/103680\/i-am-trying-to-count-a-topic-by-year","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/103680\/i-am-trying-to-count-a-topic-by-year","format":"Rich","lastPost":{"discussionID":103680,"commentID":370728,"name":"Re: I am trying to count a topic by year","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/370728#Comment_370728","dateInserted":"2023-04-06T21:10:00+00:00","insertUserID":160234,"insertUser":{"userID":160234,"name":"Adina.J_Bradshaw","title":"Paralegal","url":"https:\/\/community.smartsheet.com\/profile\/Adina.J_Bradshaw","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-04-07T16:49:21+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":"2023-04-06T21:10:10+00:00","dateAnswered":"2023-04-06T01:58:02+00:00","acceptedAnswers":[{"commentID":370573,"body":"

Hi Adina, I notice there are a number of issues in your date range formula. In short, your formula should be similar to the following after rectification.<\/p>

=COUNTIFS({OSH Tracker Rules Range 1},\"Open\", {OSH Tracker Rules Range 2}, >=DATE(2023, 1, 1), {OSH Tracker Rules Range 2}, <=DATE(2023, 12, 31))<\/p>

--Anson<\/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":[]}],"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">