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Follow-up Status

  • June 1, 2022
  • 4 replies
  • 57 views
T
Forum|alt.badge.img+3

Hey everyone!

I had help with a formula not too long ago, and I’ve simply tweaked it to apply to other tables… but as of now, I’m not getting the results I need.

Here’s the formula:
IF(

{Date},

IF(

Date > TODAY(),

IF(

DATETIME_DIFF(Date, TODAY(), "days") <= 30,

"30 days", "1 month",

IF(

DATETIME_DIFF({Date}, TODAY(), "days") <= 180,

"180 days",

"6 months"

)

),

"Send 6 month status check email"

),

"Send 30 day status check email"

)

Every status is showing as “Send 6 month status check email” even if it’s within 30-days. Help?

And can anyone offer resources for the clueless when it comes to building formulas (outside of the Airtable cheat sheet)? I would definitely appreciate the help.

Best answer by TheTimeSavingCo

Hey Adam!

Bit of background, non-profit that provides emergency bill pay support… We want to follow-up with those that have made specific financial requests in 30 day, 180 day and 12 month intervals. I want the status to update based on the original request date to trigger email automation.


Thanks for the details! I’ve pasted a formula below that you can try, and here’s a screenshot of it in action:

  • If it’s been at least 30 days and less than 180 days, it’ll show “Send 30 day status check email”
  • If it’s been at least 180 days and less than 365 days, it’ll show “Send 6 month status check email”
  • If it’s been at least 365 days, it’ll show “Send 1 year status check email”

Let me know if you need any changes!

IF(
  AND(
    DATETIME_DIFF(TODAY(), {Date}, "days") >= 30,
    DATETIME_DIFF(TODAY(), {Date}, "days") <= 179),
  "Send 30 day status check email",
  IF(
    AND(
      DATETIME_DIFF(TODAY(), {Date}, "days") >= 180,
      DATETIME_DIFF(TODAY(), {Date}, "days") <= 364),
    "Send 6 month status check email",
    IF(
      DATETIME_DIFF(TODAY(), {Date}, "days") >= 365,
      "Send 1 year status check email"
    )
  )
)

4 replies

TheTimeSavingCo
Forum|alt.badge.img+31

Hey Tender, what do you want the formula to output here? I can’t really make sense of your formula and would rather just write a new one for you.

Adam, Airtable Consultant - thetimesaving.company
T
Forum|alt.badge.img+3
  • Tender_Team
  • Author
  • New Participant
  • June 2, 2022

Hey Tender, what do you want the formula to output here? I can’t really make sense of your formula and would rather just write a new one for you.


Hey Adam!

Bit of background, non-profit that provides emergency bill pay support… We want to follow-up with those that have made specific financial requests in 30 day, 180 day and 12 month intervals. I want the status to update based on the original request date to trigger email automation.

TheTimeSavingCo
Forum|alt.badge.img+31

Hey Adam!

Bit of background, non-profit that provides emergency bill pay support… We want to follow-up with those that have made specific financial requests in 30 day, 180 day and 12 month intervals. I want the status to update based on the original request date to trigger email automation.


Thanks for the details! I’ve pasted a formula below that you can try, and here’s a screenshot of it in action:

  • If it’s been at least 30 days and less than 180 days, it’ll show “Send 30 day status check email”
  • If it’s been at least 180 days and less than 365 days, it’ll show “Send 6 month status check email”
  • If it’s been at least 365 days, it’ll show “Send 1 year status check email”

Let me know if you need any changes!

IF(
  AND(
    DATETIME_DIFF(TODAY(), {Date}, "days") >= 30,
    DATETIME_DIFF(TODAY(), {Date}, "days") <= 179),
  "Send 30 day status check email",
  IF(
    AND(
      DATETIME_DIFF(TODAY(), {Date}, "days") >= 180,
      DATETIME_DIFF(TODAY(), {Date}, "days") <= 364),
    "Send 6 month status check email",
    IF(
      DATETIME_DIFF(TODAY(), {Date}, "days") >= 365,
      "Send 1 year status check email"
    )
  )
)
Adam, Airtable Consultant - thetimesaving.company
K
T
T
Forum|alt.badge.img+3
  • Tender_Team
  • Author
  • New Participant
  • June 3, 2022

This works perfectly and is exactly what I needed! You’re amazing, and I appreciate your help so much!!! :raised_hands:

TheTimeSavingCo
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