# Formula help # of Days after date

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4 - Data Explorer

I am trying to make a formula that will create a status after a certain # of days has passed

Scenario

Client Makes Appointment
Appointment date is added to the record
The field called “Client Status” is changed to “Evaluating Proposal”

What I need:
IF:
7 days later the “Client Status” is still “Evaluating Proposal” then change the formula field to say “Follow Up Email OverDue”

1 Solution

Accepted Solutions
14 - Jupiter

If I understand your scenario correctly, I think this will do what you want:

``````IF(
AND(
DATETIME_DIFF(
TODAY(),
{Date Appointment was Created},
'days'
) >= 7,
{Client Status} = "Evaluating Proposal"
),
"Follow Up Email OverDue"
)
``````

You’ll need to capture the `{Date Appointment was Created}` (I’m assuming this is the key date in the “7 days later” calculation, and not the actual `{Appointment Date}`). This can be done either by capturing the `Created Date` for the record in that type of field (if new records are created at the time an Appointment is booked) or by using a `Last Edited` field that watches some key field that will indicate the Appointment was booked.

3 Replies 3
14 - Jupiter

If I understand your scenario correctly, I think this will do what you want:

``````IF(
AND(
DATETIME_DIFF(
TODAY(),
{Date Appointment was Created},
'days'
) >= 7,
{Client Status} = "Evaluating Proposal"
),
"Follow Up Email OverDue"
)
``````

You’ll need to capture the `{Date Appointment was Created}` (I’m assuming this is the key date in the “7 days later” calculation, and not the actual `{Appointment Date}`). This can be done either by capturing the `Created Date` for the record in that type of field (if new records are created at the time an Appointment is booked) or by using a `Last Edited` field that watches some key field that will indicate the Appointment was booked.

4 - Data Explorer

that worked!! Thank you

14 - Jupiter

You’re welcome :slightly_smiling_face: