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Please need help creating a nested IF/AND statement for different fields

  • December 9, 2025
  • 4 replies
  • 35 views

Forum|alt.badge.img+2

Hello everyone,

I am trying to make a nested IF/AND formula to do the following:

  • IF the ‘Date First Contacted’ = blank, status = ‘Not Contacted.”
  • IF the ‘Date First Contacted ‘= not blank and ‘Follow-Up Date’ = not blank, status = “Followed up.”

Is it possible to write this into a formula given that ‘Date First Contacted’ and ‘Follow-Up Date’ are separate fields? 

 

Thank you!

 

Best answer by sally_andsundry

Hi there,

 

Let’s breakdown the ask here:

  • IF the ‘Date First Contacted’ = blank, status = ‘Not Contacted.”
  • IF the ‘Date First Contacted ‘= not blank and ‘Follow-Up Date’ = not blank, status = “Followed up.”

We have 2 fields here, and 4 possible combinations:

  ❌ Date First Contacted ✔️ Date First Contacted
❌ Follow-Up Date Not Contacted Contacted
✔️ Follow-Up Date Weird? Followed up

 

So we should have 4 possible destinations, however if there is a {Follow-Up Date}, typically that means we forgot to input the {First Contacted Date}, but they were contacted in order to follow-up.

Therefore {Follow-up Date} holds a higher logical significance than {Date First Contacted}.

 

The logic should be sorted as follows:

  • IF there is a Follow-Up date
    • TRUE - “Followed up”,
    • FALSE - IF there is a First-Contact date
      • TRUE - “Contacted”
      • FALSE - “Not Contacted”

So the IF statement should be as follows:

IF(
{Follow-Up Date},
"Followed Up",
IF (
{First Contact Date},
"Contacted",
"Not Contacted"
)
)

 

Alternatively, if you want to only say Contacted unless BOTH dates are present, we approach it differently.

  ❌ Date First Contacted ✔️ Date First Contacted
❌ Follow-Up Date Not Contacted Contacted
✔️ Follow-Up Date Contacted Followed up

 

The logic should be sorted as follows:

  • IF both Follow up Date and First Contact Date
    • TRUE - “Followed up”
    • FALSE - IF only 1 of the dates
      • TRUE - “Contacted”
      • FALSE - “Not Contacted”

So the IF statement should be as follows:

IF(
AND(
{Follow-Up Date},
{First Contact Date}
),
"Followed-Up",
IF(
OR(
{Follow-Up Date},
{First Contact Date}
),
"Contacted",
"Not Contacted"
)
)

 

Hope this helps!

4 replies

Forum|alt.badge.img+9
  • New Participant
  • Answer
  • December 9, 2025

Hi there,

 

Let’s breakdown the ask here:

  • IF the ‘Date First Contacted’ = blank, status = ‘Not Contacted.”
  • IF the ‘Date First Contacted ‘= not blank and ‘Follow-Up Date’ = not blank, status = “Followed up.”

We have 2 fields here, and 4 possible combinations:

  ❌ Date First Contacted ✔️ Date First Contacted
❌ Follow-Up Date Not Contacted Contacted
✔️ Follow-Up Date Weird? Followed up

 

So we should have 4 possible destinations, however if there is a {Follow-Up Date}, typically that means we forgot to input the {First Contacted Date}, but they were contacted in order to follow-up.

Therefore {Follow-up Date} holds a higher logical significance than {Date First Contacted}.

 

The logic should be sorted as follows:

  • IF there is a Follow-Up date
    • TRUE - “Followed up”,
    • FALSE - IF there is a First-Contact date
      • TRUE - “Contacted”
      • FALSE - “Not Contacted”

So the IF statement should be as follows:

IF(
{Follow-Up Date},
"Followed Up",
IF (
{First Contact Date},
"Contacted",
"Not Contacted"
)
)

 

Alternatively, if you want to only say Contacted unless BOTH dates are present, we approach it differently.

  ❌ Date First Contacted ✔️ Date First Contacted
❌ Follow-Up Date Not Contacted Contacted
✔️ Follow-Up Date Contacted Followed up

 

The logic should be sorted as follows:

  • IF both Follow up Date and First Contact Date
    • TRUE - “Followed up”
    • FALSE - IF only 1 of the dates
      • TRUE - “Contacted”
      • FALSE - “Not Contacted”

So the IF statement should be as follows:

IF(
AND(
{Follow-Up Date},
{First Contact Date}
),
"Followed-Up",
IF(
OR(
{Follow-Up Date},
{First Contact Date}
),
"Contacted",
"Not Contacted"
)
)

 

Hope this helps!


TheTimeSavingCo
Forum|alt.badge.img+31

How does this look?

IF(
{Date First Contacted} = '',
'Not contacted',
IF(
{Follow-Up Date} = '',
'Follow up pending',
'Followed up'
)
)

 


Forum|alt.badge.img+2
  • Author
  • Participating Frequently
  • December 10, 2025

Hi there,

 

Let’s breakdown the ask here:

  • IF the ‘Date First Contacted’ = blank, status = ‘Not Contacted.”
  • IF the ‘Date First Contacted ‘= not blank and ‘Follow-Up Date’ = not blank, status = “Followed up.”

We have 2 fields here, and 4 possible combinations:

  ❌ Date First Contacted ✔️ Date First Contacted
❌ Follow-Up Date Not Contacted Contacted
✔️ Follow-Up Date Weird? Followed up

 

So we should have 4 possible destinations, however if there is a {Follow-Up Date}, typically that means we forgot to input the {First Contacted Date}, but they were contacted in order to follow-up.

Therefore {Follow-up Date} holds a higher logical significance than {Date First Contacted}.

 

The logic should be sorted as follows:

  • IF there is a Follow-Up date
    • TRUE - “Followed up”,
    • FALSE - IF there is a First-Contact date
      • TRUE - “Contacted”
      • FALSE - “Not Contacted”

So the IF statement should be as follows:

IF(
{Follow-Up Date},
"Followed Up",
IF (
{First Contact Date},
"Contacted",
"Not Contacted"
)
)

 

Alternatively, if you want to only say Contacted unless BOTH dates are present, we approach it differently.

  ❌ Date First Contacted ✔️ Date First Contacted
❌ Follow-Up Date Not Contacted Contacted
✔️ Follow-Up Date Contacted Followed up

 

The logic should be sorted as follows:

  • IF both Follow up Date and First Contact Date
    • TRUE - “Followed up”
    • FALSE - IF only 1 of the dates
      • TRUE - “Contacted”
      • FALSE - “Not Contacted”

So the IF statement should be as follows:

IF(
AND(
{Follow-Up Date},
{First Contact Date}
),
"Followed-Up",
IF(
OR(
{Follow-Up Date},
{First Contact Date}
),
"Contacted",
"Not Contacted"
)
)

 

Hope this helps!

Thank you so much for explaining it step by step! I’m really trying to understand the logic behind why something is not working for me and not just get a quick fix so much appreciated :)


Forum|alt.badge.img+2
  • Author
  • Participating Frequently
  • December 10, 2025

How does this look?

IF(
{Date First Contacted} = '',
'Not contacted',
IF(
{Follow-Up Date} = '',
'Follow up pending',
'Followed up'
)
)

 

Thank you, looks great!