Basic Issue with Case Formula


Basic issue but cant find it anywhere. Currently in the CRM template there is logic to make a record overdue if the last catchup date is over 60 days.

IF(DATETIME_DIFF(TODAY(),{Last Catchup},‘days’)>60,“Overdue”)

Thats great, but I would like to express different logic based on the Tag. i.e. if the tag is ‘work’ I would need to email or call every month, but if the person is family I would want to see them face to face 60 days.

It seems like simple logic but I cant figure out the syntax, any help is appreciated.


Hi @Kenny_Hunt - you could use a SWITCH formula here, something like:

'Work', IF(DATETIME_DIFF(TODAY(), {Last Catchup}, 'days') > 30, 'Overdue'),
'Family', IF(DATETIME_DIFF(TODAY(), {Last Catchup}, 'days') > 60, 'Overdue')


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