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!