Help

Upcoming database upgrades. to improve our reliability at 03:30 UTC on Feb. 25 / 7:30pm PT on Feb. 24. Some users may briefly experience slow load times or error messages. Learn more here

Membership Status Formula

Topic Labels: Formulas
451 1
cancel
Showing results for 
Search instead for 
Did you mean: 

Hi there,

I am working on a membership base and trying to create a formula field that will generate one of the following statuses depending on the membership expiration date {Expires}:

  • Active (Any time 31-365 days before Expires)
  • Time to Renew (30 days before Expires)
  • About to Expire (15 days before Expires)
  • Expired (up to 90 days after Expires)
  • Lapsed (anything after 90 days after Expires)

A couple of things to know: I have two tables in my base, a Transactions table and a Members & Donors table. The ‘Status’ field will live in the Members & Donors table and uses the ‘Expires’ field, which is a formula field that adds one year to the ‘Last Donation Date’ field, which in turn is a MAX(values) Rollup field to get the most recent transaction for each donor from the Transactions table.

I have tried my hand at a formula following the most similar circumstances I could find in the Airtable community to get the different statuses with no luck yet.

Any help on this is greatly appreciated!

1 Reply 1

Sorry to see that this has gone unanswered for so long, @Jessica_Pena. :frowning: Setting this up only takes a couple of fields. First is one I’m calling {Diff}, which calculates the difference between the {Expires} date and today:

IF(Expires, DATETIME_DIFF(TODAY(), Expires, "days"))

The other is {Status}, which contains the following formula:

IF(Expires, IF(Diff > 90, "Lapsed", IF(Diff >= 0, "Expired", IF(Diff > -16, "About to Expire", IF(Diff > -31, "Time to Renew", "Active")))))

06%20AM