Formula help — Set status based on several single selects

Topic Labels: Formulas
615 1
Showing results for 
Search instead for 
Did you mean: 
5 - Automation Enthusiast
5 - Automation Enthusiast

Hello. I suck at formulas and need some help.

I have 4 single select fields in which I set the status of different documents I collect from clients (not sent, sent, received, not needed). I then have a “document status” formula field that queries the status of all 4 single selects.

I want the document status formula to display “1” if all fields indicate “received” OR “not needed”. It should return a “0” if any other combination is shown.

The purpose of this is to allow me to use a gallery view that filters for “document status = 0” and show me only the clients that owe me documents.

Can anyone please help me with this?

1 Reply 1
10 - Mercury
10 - Mercury

Sorry you’re feeling the struggle. That’s all very do-able. Here’s a quick example to get you started:

    OR({field1}="received",{field1}="not needed"),
    OR({field2}="received",{field2}="not needed"),
    OR({field3}="received",{field3}="not needed"),
    OR({field4}="received",{field4}="not needed")

That should automatically return 1 or 0. If you end up wanting to use words instead of digits, you could put that whole thing in an IF block like this:

IF( all that stuff you just saw, "some word", "some other word")

Best of luck!