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I have been digging around the forums for an answer to this, and wondering if someone can help me with a creative solution here or point me to a similar problem.


I am trying to set out a work flow that is automated, and checked off when a new “Student Note” is submitted” So here is the flow: If “Services” = “1 qEEG”, the flow should be as follows:



  1. qEEG 1

  2. Report1

  3. ROF1

  4. Finished


If “services” = Pre & Post” or “4 Part”



  1. qEEG 1

  2. Report1

  3. ROF1

  4. qEEG 2

  5. Report2

  6. ROF2

  7. Finished


So for example, if someone submits a “Student Note” as “qEEG 1”, I want the status to read “Report 1”. But if there is also a note that says “qEEG 2”, I want that to read “Report 2”.

I am wondering if the solution lies in a Gantt chart (which is new to me) or if I should play with nested If statements, or both.


Here is the base:

Hi @JoJo_Yonce and welcome to the community!


Did you try working with a simple formula field and IF() or SWITCH() to determine the “status” and then start from there?


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