Good afternoon everyone,
I am trying to do something that I cant seem to find a solution for after a ton of Googling. I work for a very large company and I am creating a SharePoint site (my first time) for my team and things are going well and I’m learning a lot.Â
Here’s the scenario: I have forms that need to be filled out for our clients. We keep track of a “date received” (when the form shows up in my email from the client), then an “in process” date (when I start filling the form out), and then a “Due Date” (when the form is scheduled to be done, which is currently set for 14 days from the “In Process Date”)
Right now, I have a column for each of the 3 dates mentioned above. The “Date Received” and “In Process” dates are entered by selecting the date from the built in calendar I see when I go to “Edit Item” I have a few things I am wanting to do with the date stuff, but right now I am focused on stoplight color coding. Due Date is a calculated column that adds 14 (days) to the “In Process” date which then is calculated and displayed as the “Due Date”
What I want to do, is for the dates under “Due Date” to be green (preferably the dates and not the background, but willing to do either)Â when date is say 14-9 days away from the due date, then yellow or amber when 8-5 days away from the due date, and then lastly red when 4-0 days from due date and even when its past due date.
In sudo form I guess this is what I am looking to do
If “In Process” date is >= 9 days from “Due Date”
Then calculated due date = green
If <today’s date> is >= 5 days from “Due Date”
Then calculated due date = amber
If <today’s date> is <= 4 days from “Due Date”Â
Then calculated due date = red
I don’t know if that muddied up the waters more, but hopefully you get the idea. Any help figuring this out would be greatly appreciated. I should not that some things, like workflow, is disabled and I don’t have access to.
Can you specify what version of SharePoint you are using? Depending onthe version, you’ll get a different answer. If classic SharePoint, you’ll be using Client Side Rendering using JSLink to build these KPI (javascript), or in Modern you can do this using Column Formatting. When you say you tried out some code… do you think you could post the code for us to see/review to help out?