Jun 11, 2023 10:11 AM
Requesting assistance with the following formula I am unable to get to function properly.
Solved! Go to Solution.
Jun 11, 2023 11:35 AM
Hey @cipherhunter!
Don't have time to test this right now, but give this a shot and lemme know if this works for you:
IF(
AND(
{State} = "Florida",
NOT({Document Received}),
{Proof of Service (Differential - Proof of Service+(x)Days)}
),
IF(
{Proof of Service (Differential - Proof of Service+(x)Days)} <= 20,
"Pending Document",
IF(
AND(
{Proof of Service (Differential - Proof of Service+(x)Days)} > 20,
{Proof of Service (Differential - Proof of Service+(x)Days)} < 50
),
"Delinquent Document",
IF(
AND(
{Proof of Service (Differential - Proof of Service+(x)Days)} > 50,
{Proof of Service (Differential - Proof of Service+(x)Days)} < 60
),
"Submit Complaint to Review Board",
IF(
{Proof of Service (Differential - Proof of Service+(x)Days)} < 60,
"Document Failure"
)
)
)
),
IF(
{Docuemnt Received},
"Complete"
)
)
Jun 11, 2023 11:35 AM
Hey @cipherhunter!
Don't have time to test this right now, but give this a shot and lemme know if this works for you:
IF(
AND(
{State} = "Florida",
NOT({Document Received}),
{Proof of Service (Differential - Proof of Service+(x)Days)}
),
IF(
{Proof of Service (Differential - Proof of Service+(x)Days)} <= 20,
"Pending Document",
IF(
AND(
{Proof of Service (Differential - Proof of Service+(x)Days)} > 20,
{Proof of Service (Differential - Proof of Service+(x)Days)} < 50
),
"Delinquent Document",
IF(
AND(
{Proof of Service (Differential - Proof of Service+(x)Days)} > 50,
{Proof of Service (Differential - Proof of Service+(x)Days)} < 60
),
"Submit Complaint to Review Board",
IF(
{Proof of Service (Differential - Proof of Service+(x)Days)} < 60,
"Document Failure"
)
)
)
),
IF(
{Docuemnt Received},
"Complete"
)
)
Jun 11, 2023 11:54 AM
Thank you for your response. (Document Received) is an attachment field monitoring if a document has been provided if an attachment is present status is complete. I tried the formula above, and did not work. Does that (Document Received) being an attachment field alter the formula? I really appreciate your help.
Jun 11, 2023 12:17 PM
I’m currently away from a computer, so I can’t test it out myself, so any additional information you can provide about the error would be helpful!
Regarding the field type: no, in this specific scenario, the attachment field type shouldn’t have an effect on whether the formula works or not. The formula simply checks to see if the attachment field returns any data, regardless of the underlying data type.
I would recommend checking the formula syntax to make sure I didn’t forget a comma or misplace a parentheses somewhere.
Jun 11, 2023 12:32 PM - edited Jun 11, 2023 12:33 PM
IF(
AND(
{State} = "Florida",
NOT({Document Received Formula} = 'Yes'),
{Proof of Service (Differential - Proof of Service+(x)Days)}
),
IF(
{Proof of Service (Differential - Proof of Service+(x)Days)} <= 20,
"Pending Document",
IF(
AND(
{Proof of Service (Differential - Proof of Service+(x)Days)} > 20,
{Proof of Service (Differential - Proof of Service+(x)Days)} < 50
),
"Delinquent Document",
IF(
AND(
{Proof of Service (Differential - Proof of Service+(x)Days)} > 50,
{Proof of Service (Differential - Proof of Service+(x)Days)} < 60
),
"Submit Complaint to Review Board",
IF(
{Proof of Service (Differential - Proof of Service+(x)Days)} < 60,
"Document Failure"
)
)
)
),
IF(
{Docuemnt Received Formula},
"Complete"
)
)
I added a {Docuemnt Received Formula} that provides a yes or no on whether the Document Received field has a document in its attachment field. If the attachment field has an attachment(s) status should change to Complete. Still not able to get the formula to work. Any Assistance is greatly appreciated.
Jun 11, 2023 02:52 PM
Is {Proof of Service (Differential - Proof of Service+(x)Days)} a single field, or are you trying to reference multiple fields here?
If you're trying to reference multiple fields here, then that would cause an error.
Again, any additional information that we could use to troubleshoot this for you would be greatly appreciated.
Jun 11, 2023 03:00 PM
It is one field that produces a number value showing the number of days since the proof of delivery date.
Jun 11, 2023 04:25 PM
Thank you, Ben; I got it to work.