May 14, 2021 06:24 PM
3 lookup fields “30 Min Call”, “Proposal Sent” and “Contract Signed”
1 result field “Status”,
Formula needed
IF “30 Min Call” has a date, enter “Prospect” in “Status”
BUT IF “Proposal Sent” has a date, enter “Onboarding” in “Status”
BUT IF “Contract Signed” has a date, enter “Client” in “Status”
IF all three fields are EMPTY, leave “Status” blank
Likely scenario would be when “Status” shows “Client” then all 3 lookup fields have dates (but is not a requirement).
I’m pretty sure I am missing one simple thing but I have tried all kinds of strings and tried comparing in the help functions but still getting error results. Thanks for the help.
Solved! Go to Solution.
May 14, 2021 07:21 PM
Make your {Status}
field a Formula
-type field using this formula:
IF(
{Contract Signed},
"Client",
IF(
{Proposal Sent},
"Onboarding",
IF(
{30 Min Call},
"Prospect"
)
)
)
May 14, 2021 07:21 PM
Make your {Status}
field a Formula
-type field using this formula:
IF(
{Contract Signed},
"Client",
IF(
{Proposal Sent},
"Onboarding",
IF(
{30 Min Call},
"Prospect"
)
)
)
May 14, 2021 07:38 PM
THANK YOU!
I thought that would be the easiest way. I had the formula typed with the fields BACKWARDS.
It worked perfectly.