Automation

Hello, I am looking for a way to condition a symbol column to updated from a text column. Any tips?

Best Answer

  • Stefan
    Stefan ✭✭✭✭✭✭
    Answer ✓

    Hi@AGM,

    ahh, the screenshot makes it easier to help :-)

    What you need is a nested IF formula that caters for your status.

    As you have only 4 colour balls but 5 options you may need to switch to other symbols providing more than 4 icons.

    For easier reading let's say: refining = 1 / defined = 2 / in-progress = 3 / completed = 4 / accepted = 5.

    =IF([Schedule State]@row = "1", "Red", IF([Schedule State]@row = "2", "Yellow", IF([Schedule State]@row = "3", "Green", IF([Schedule State]@row = "4", "Blue", "Grey"))))

    Hope this helps

    Stefan

    Smartsheet Consulting, Solution Building, Training and Support.

    Projects for Processes and for People.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@AGM

    I hope you're well and safe!

    Try something like this.

    =IF([email protected]= "Yes", "Green")

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    我的帖子(s) help or answer your question or solve your problem? Please support the Community bymarking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thanks@Andrée Starå!

    What if the reference sheet is the same?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @AGM

    Happy to help!

    Not sure I follow! Can you elaborate?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Formula Support.png


    I am trying to add a formula that will update my "Current Status" with the associated Color Ball based on the "Schedule Status" column.

    The formula that you provided is working. However, it does NOT account for multiple options. As I have four different color balls and five "Schedule State" options to coordinate.

    Current Formula that is working for single option: =IF([Schedule State]@row = "Accepted", "Blue")

  • Stefan
    Stefan ✭✭✭✭✭✭
    Answer ✓

    Hi@AGM,

    ahh, the screenshot makes it easier to help :-)

    What you need is a nested IF formula that caters for your status.

    As you have only 4 colour balls but 5 options you may need to switch to other symbols providing more than 4 icons.

    For easier reading let's say: refining = 1 / defined = 2 / in-progress = 3 / completed = 4 / accepted = 5.

    =IF([Schedule State]@row = "1", "Red", IF([Schedule State]@row = "2", "Yellow", IF([Schedule State]@row = "3", "Green", IF([Schedule State]@row = "4", "Blue", "Grey"))))

    Hope this helps

    Stefan

    Smartsheet Consulting, Solution Building, Training and Support.

    Projects for Processes and for People.

  • Thanks you so much for your assistance.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the公式手册模板!
Awesome! I'm glad it's working for you. 👍️<\/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":[]},{"discussionID":107143,"type":"question","name":"How can I get (on a separate metric sheet) the average SLA time within a given month?","excerpt":"I am trying to create a metric sheet to document how long response and acknowledgement times are taking per month for record keeping. I have a sheet that has an acknowledgement SLA column and a \"date of request\" (auto column for when the submission was created), and I'm looking to record the average for each month on a…","snippet":"I am trying to create a metric sheet to document how long response and acknowledgement times are taking per month for record keeping. I have a sheet that has an acknowledgement…","categoryID":322,"dateInserted":"2023-06-30T15:31:46+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T17:30:08+00:00","insertUserID":159225,"insertUser":{"userID":159225,"name":"laney_white","url":"https:\/\/community.smartsheet.com\/profile\/laney_white","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5FvXObtmaHw!CVFXQvc68Xo!anynrNoWe-v","dateLastActive":"2023-06-30T17:19:19+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":"2023-07-01T15:47:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":27,"score":null,"hot":3376287114,"url":"https:\/\/community.smartsheet.com\/discussion\/107143\/how-can-i-get-on-a-separate-metric-sheet-the-average-sla-time-within-a-given-month","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107143\/how-can-i-get-on-a-separate-metric-sheet-the-average-sla-time-within-a-given-month","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107143,"commentID":383369,"name":"Re: How can I get (on a separate metric sheet) the average SLA time within a given month?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383369#Comment_383369","dateInserted":"2023-06-30T17:30:08+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":"2023-07-01T15:47:10+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\/ZXS917R2FJKC\/master-sheet-png.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"master sheet.PNG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T17:19:35+00:00","dateAnswered":"2023-06-30T15:50:27+00:00","acceptedAnswers":[{"commentID":383345,"body":"

If I understand correctly, this may help.<\/p>

=AVERAGEIF({date of request}, MONTH(@cell) = 2, {Ack SLA})<\/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":107116,"type":"question","name":"I'd like to create a column formula that references a specific cell with acceptable syntax","excerpt":"I have a sheet that has a column of dates that autofill based on another date. Specifically, each row has target end dates based on weeks ahead of the date that I want to reference. This is to make sure tasks are started on time in relation to the overall start date. My formula is currently: =[Target End Date]1 - ([Task…","snippet":"I have a sheet that has a column of dates that autofill based on another date. Specifically, each row has target end dates based on weeks ahead of the date that I want to…","categoryID":322,"dateInserted":"2023-06-29T23:48:12+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T22:48:54+00:00","insertUserID":163028,"insertUser":{"userID":163028,"name":"jcabaniss","url":"https:\/\/community.smartsheet.com\/profile\/jcabaniss","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-01T02:58:52+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":129958,"lastUser":{"userID":129958,"name":"Lucas Rayala","title":"Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/Lucas%20Rayala","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!3C9S_9DsC3w!XMDTX-y-BOY!7HVumwhOGBb","dateLastActive":"2023-07-01T15:43:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":35,"score":null,"hot":3376249626,"url":"https:\/\/community.smartsheet.com\/discussion\/107116\/id-like-to-create-a-column-formula-that-references-a-specific-cell-with-acceptable-syntax","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107116\/id-like-to-create-a-column-formula-that-references-a-specific-cell-with-acceptable-syntax","format":"Rich","lastPost":{"discussionID":107116,"commentID":383416,"name":"Re: I'd like to create a column formula that references a specific cell with acceptable syntax","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383416#Comment_383416","dateInserted":"2023-06-30T22:48:54+00:00","insertUserID":129958,"insertUser":{"userID":129958,"name":"Lucas Rayala","title":"Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/Lucas%20Rayala","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!3C9S_9DsC3w!XMDTX-y-BOY!7HVumwhOGBb","dateLastActive":"2023-07-01T15:43:12+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":"2023-06-30T15:52:25+00:00","dateAnswered":"2023-06-30T00:15:36+00:00","acceptedAnswers":[{"commentID":383245,"body":"

@jcabaniss<\/a> , swap out this:<\/p>

=[Target End Date]1<\/p>

with this:<\/p>

=Index([Target End Date]:[Target End Date], 1)<\/p>

the second value in an index function is the row—usually we make this a MATCH lookup function but it can also be a number.<\/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":[]}">

Trending in Formulas and Functions