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Looking for help creating a formula to output one of these answers based on a person’s meeting start date and the completed date of the program.

Meeting Status field (formula):

• Done

• ToDO

• NA

• Upcoming


My fields are-

• Meeting Start Date –

• Program Date

• Current Date Field



  1. If a person has a meeting start date of 11/1/2022 and the program date is 12/1/2022 then the field should output “NA”

  2. If a program is scheduled for a future date, then the output should be “upcoming”-

  3. If a person hasn’t completed the program, the output should be “ToDo”

  4. If a person completed the program, then the output should be “done”


I appreciate any help.

Try:


IF(
AND(
{Meeting Start Date},
{Program Date}
),
IF(
AND(
DATETIME_FORMAT({Meeting Start Date}, "YYYYMMDD") = "20221101",
DATETIME_FORMAT({Program Date}, "YYYYMMDD") = "20221201"
),
"NA",
IF(
{Program Date} > TODAY(),
"upcoming",
IF(
NOT({Program Date}),
"ToDo",
"done"
))))

Try:


IF(
AND(
{Meeting Start Date},
{Program Date}
),
IF(
AND(
DATETIME_FORMAT({Meeting Start Date}, "YYYYMMDD") = "20221101",
DATETIME_FORMAT({Program Date}, "YYYYMMDD") = "20221201"
),
"NA",
IF(
{Program Date} > TODAY(),
"upcoming",
IF(
NOT({Program Date}),
"ToDo",
"done"
))))

Yes, that worked! Thank you. Wendy


Yes, that worked! Thank you. Wendy


If my result is “done” It has to be verified first. I have another field called MtgDone which requires HR’s checkmark for the employee to get credit. Is there a way to add that into this function?


If my result is “done” It has to be verified first. I have another field called MtgDone which requires HR’s checkmark for the employee to get credit. Is there a way to add that into this function?


IF(
AND(
{Meeting Start Date},
{Program Date}
),
IF(
AND(
DATETIME_FORMAT({Meeting Start Date}, "YYYYMMDD") = "20221101",
DATETIME_FORMAT({Program Date}, "YYYYMMDD") = "20221201"
),
"NA",
IF(
{Program Date} > TODAY(),
"upcoming",
IF(
NOT({Program Date}),
"ToDo",
IF(
{MtgDone},
"done",
"needs verification"
)))))

IF(
AND(
{Meeting Start Date},
{Program Date}
),
IF(
AND(
DATETIME_FORMAT({Meeting Start Date}, "YYYYMMDD") = "20221101",
DATETIME_FORMAT({Program Date}, "YYYYMMDD") = "20221201"
),
"NA",
IF(
{Program Date} > TODAY(),
"upcoming",
IF(
NOT({Program Date}),
"ToDo",
IF(
{MtgDone},
"done",
"needs verification"
)))))

Wow! That works. Thank you. I appreciate all the help. Wendy


Wow! That works. Thank you. I appreciate all the help. Wendy


Good, please mark my second reply as the solution to close this thread.


Hi, Kamille. I need a tweak to get the NA to work. For example, an employee isn’t required to complete a program until 12/1/2022. In the November program field he needs an NA. The formula is returning a missed (but with my emojis). Here is my formula with my fields. I may not understand your NA formula and the meaning of the dates in “”.


IF(

AND(

{Meeting Start Date},

{NovBeg(hide)}

),

IF(

AND(

DATETIME_FORMAT({Meeting Start Date}, “YYYYMMDD”) = “20221101”,

** DATETIME_FORMAT({NovBeg(hide)}, “YYYYMMDD”) = “20221101”**

),

“NA”,

IF(

{NovBeg(hide)} > TODAY(),

“upcoming”,

IF(

NOT({Nov22}),

⚠ 🚩 ”,

IF(

{Nov22}=“Nov 2022”,

✔ ”,

⚠ 🚩

)))))


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