Skip to main content
Solved

Creating formula field for determining "In progress", "Overdue"

  • September 29, 2021
  • 2 replies
  • 43 views

Forum|alt.badge.img+8

Hello,

I’m trying to create a formula field that will return a value of “Overdue” or “In Progress” based on the values of 2 other fields: Writer Due Date and Status. Here’s what I’m trying to achieve:

IF the Status is any of the following: In Progress, Awaiting Information (Outreach 1), Awaiting Information (Outreach 2), Awaiting Information (Outreach 3), AND the Writer Due Date is BEFORE the provided deadline, then the field returns “In Progress”.

IF the Status is any of the following: In Progress, Awaiting Information (Outreach 1), Awaiting Information (Outreach 2), Awaiting Information (Outreach 3), AND the Writer Due Date is AFTER the provided deadline, then the field returns “Overdue”.

How would I write this as a formula? Thanks in advance

Best answer by Kamille_Parks11

IF(
   OR(
      {Status} = "In Progress",
      {Status} = "Awaiting Information (Outreach 1)",
      {Status} = "Awaiting Information (Outreach 2)",
      {Status} = "Awaiting Information (Outreach 3)"
   ),
   IF(
      {Writer Due Date} < TODAY(),
      "In Progress",
      IF(
         {Writer Due Date} >= TODAY(),
         "Overdue"
      )
   )
)

2 replies

Kamille_Parks11
Forum|alt.badge.img+27
IF(
   OR(
      {Status} = "In Progress",
      {Status} = "Awaiting Information (Outreach 1)",
      {Status} = "Awaiting Information (Outreach 2)",
      {Status} = "Awaiting Information (Outreach 3)"
   ),
   IF(
      {Writer Due Date} < TODAY(),
      "In Progress",
      IF(
         {Writer Due Date} >= TODAY(),
         "Overdue"
      )
   )
)

Forum|alt.badge.img+8
  • Author
  • Known Participant
  • September 29, 2021
IF(
   OR(
      {Status} = "In Progress",
      {Status} = "Awaiting Information (Outreach 1)",
      {Status} = "Awaiting Information (Outreach 2)",
      {Status} = "Awaiting Information (Outreach 3)"
   ),
   IF(
      {Writer Due Date} < TODAY(),
      "In Progress",
      IF(
         {Writer Due Date} >= TODAY(),
         "Overdue"
      )
   )
)

This works great, thank you!!!