Hello! I am creating a workflow with 12 tasks for a client tour. 4 tasks are due 30 days before the tour, 4 tasks are due 7 days before the tour and 4 tasks are due 7 days after the tour. Each task is a checkbox field. I’d like to create a conditional format that shows the record is “red” if any of tasks go past their due date without being checked “complete”.

Here is how I can do it:

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  1. Create a new field called “All On Time?”
  
  
  
  


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  2. Use a long IF statement with OR (check all 12 tasks) and AND (box is unchecked and deadline has passed) to check all criteria against their due date
  
  
  
  


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  3. If any of the 12 tasks are not done on time, the field will display “Late”, otherwise it will display nothing
  
  
  
  

Then I will use the Color formatting to make the record red if the new field says “Late”. If anyone has a more elegant solution, I’d love to hear it!

Thanks,

Chad