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‎Dec 08, 2023 12:17 PM
Hello!
I am trying to set up a formula to when a checkbox in the field "Invoiced?" is checked, the "Status" field is then changed to "Invoiced". I am setting this up so that Zapier can (hopefully) check a box if a record is still there and override anything that is no longer in the Excel file. I am trying to create a formula that would do that and can't seem to figure it out. Any help is greatly appreciated! Thanks so much!
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‎Dec 11, 2023 07:17 AM
Could you try creating a formula field call "Status" and popping in the below formula
IF(Invoiced,"Invoiced","")
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