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I have a switch formula setup to calculate Experience Brief Due Date and Opportunity Case Due date based on the Estimate size of the project, however I only want these values to pull in for items that are added during Quarterly Planning (not Intake-Ad Hoc Requests)-- Is there a way to set up the Switch Formula to be conditional on the value in the far right column (when the project was added)?

Here is my current switch formula:

Experience Brief Due Date:

SWITCH( {Estimated size},"Small  (2-4 weeks)", DATEADD({Target in market date}, "-35", "days"),
"Medium (4-6 weeks)", DATEADD({Target in market date}, "-49", "days"), "Large (6-8 weeks)", DATEADD({Target in market date}, "-63", "days"))

You can use:

 
IF({When was this added}="Quarterly Planning", SWITCH( {Estimated size},"Small  (2-4 weeks)", DATEADD({Target in market date}, "-35", "days"),
"Medium (4-6 weeks)", DATEADD({Target in market date}, "-49", "days"), "Large (6-8 weeks)", DATEADD({Target in market date}, "-63", "days")))
 
ps: use the right field name for {When was this added}

You can use:

 
IF({When was this added}="Quarterly Planning", SWITCH( {Estimated size},"Small  (2-4 weeks)", DATEADD({Target in market date}, "-35", "days"),
"Medium (4-6 weeks)", DATEADD({Target in market date}, "-49", "days"), "Large (6-8 weeks)", DATEADD({Target in market date}, "-63", "days")))
 
ps: use the right field name for {When was this added}

Thank you so much, this worked!


Is there a way to add onto this formula to return the created date if "When was this added to the Plan?" does not equal "Quarterly Planning"?

Current Formula:

IF({When was this added to the Plan?}="Quarterly Planning", SWITCH( {Estimated size},"Small  (2-4 weeks)", DATEADD({Target in market date}, "-35", "days"),
"Medium (4-6 weeks)", DATEADD({Target in market date}, "-49", "days"), "Large (6-8 weeks)", DATEADD({Target in market date}, "-63", "days")))

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