Re: Formulas for Due Dates to Set a Status Field

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5 - Automation Enthusiast
5 - Automation Enthusiast

Hi everyone! I am a beginner and was trying to modify other formulas I found on here but couldn’t get them to work. Would someone be able to help me nail down a formula that would check my due date field and then set a single select Urgency field depending on the due date for the following:
-Not Urgent (due dates that are farther than 1 month away from today’s date)
-Upcoming Due Date (for due dates that are 1 month out or less)
-Past Due (for due dates that are before today’s date)
-TBD (for any due date fields left blank)


1 Reply 1

Welcome to the community, @Kimberly_Milruya! :grinning_face_with_big_eyes:

A formula can only output data to the field where it’s defined. It can’t change the contents of any other field.

What I recommend doing is creating a formula field that calculates the difference between the due date and today:

IF({Due Date}, DATETIME_DIFF({Due Date}, TODAY(), "days"))

Future dates will return positive numbers, past dates will return negative numbers. I’ll call this field {Date Diff}. Use the output from that field (which can remain hidden, but I left it visible in the screenshot below just to show what it’s doing) in a {Status} formula field, along with a check to see if there’s a due date (for the “TBD” output):

  {Due Date},
    {Date Diff} > 30,
    "Not Urgent",
      {Date Diff} > 0,
      "Upcoming Due Date",
        {Date Diff} < 0,
        "Past Due"
  ), "TBD"

Screen Shot 2021-10-05 at 8.13.13 PM

You could even spice up the output strings with emojis for more immediate visual cues.