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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.

Make your {Status} field a Formula-type field using this formula:



IF(


   {Contract Signed},


   "Client",


   IF(


      {Proposal Sent},


      "Onboarding",


      IF(


         {30 Min Call},


         "Prospect"


      )


   )


)

Make your {Status} field a Formula-type field using this formula:



IF(


   {Contract Signed},


   "Client",


   IF(


      {Proposal Sent},


      "Onboarding",


      IF(


         {30 Min Call},


         "Prospect"


      )


   )


)

THANK YOU!


I thought that would be the easiest way. I had the formula typed with the fields BACKWARDS.



It worked perfectly.

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