Hello! I am creating a workflow with 12 tasks for a client tour. 4 tasks are due 30 days before the tour, 4 tasks are due 7 days before the tour and 4 tasks are due 7 days after the tour. Each task is a checkbox field. I’d like to create a conditional format that shows the record is “red” if any of tasks go past their due date without being checked “complete”.
Here is how I can do it:
- Create a new field called “All On Time?”
- Use a long IF statement with OR (check all 12 tasks) and AND (box is unchecked and deadline has passed) to check all criteria against their due date
- If any of the 12 tasks are not done on time, the field will display “Late”, otherwise it will display nothing
Then I will use the Color formatting to make the record red if the new field says “Late”. If anyone has a more elegant solution, I’d love to hear it!