Feb 01, 2019 08:53 AM
Hi, I’m trying to automate a “status/priority” field based on “start/end date” fields - assigning one of the following options to every record:
I was able to create an IF-formula for 3 of the 4 options:
IF(Start <= TODAY(), IF(End >= TODAY(), “NOW”, “DONE”), “LATER”)
In the LATER group, I would now like to categorize the date closest to TODAY as NEXT but can’t seem to find a way to do this.
Any tips? Thanks!
Feb 01, 2019 11:25 AM
You can add another IF instead, comparing for instance the next 7 days with Start:
IF(DATEADD(TODAY(),7,'days') >= Start, 'NEXT','LATER')
Feb 01, 2019 11:34 AM
are you trying to only have a single record in the table show up as ‘next’?
Feb 01, 2019 12:24 PM
Thought about this option as well since I’ve used it to organize my task list but doesn’t really work in this case. I’m trying to automatically order my trips/travels, so I can easily see what my “NEXT” trip is and which trips come “LATER” this year.
Thanks for the tip though, any other suggestions?
Feb 01, 2019 12:27 PM
Normally it’ll be a single record, yes - namely a single trip/travel - but it could be there are more trips in one day, so they’d all have to be marked as NEXT unless I would use TIME as well as DATE.
Feb 01, 2019 01:47 PM
I’m not easily envisioning how your sheet functions unless you have a lot of date fields, but the below should solve the problem as described for comparing 2 dates within a single record to today’s date and picking off the closer one.
IF(DATETIME_DIFF(TODAY(),{Start},‘days’)>DATETIME_DIFF(TODAY(),{End},‘days’),{End},{Start})
Feb 01, 2019 02:23 PM
Sorry if I’m not describing it well. I’ll try giving an example of what I’d like to accomplish:
So I’ve got a bunch of start dates later than TODAY and would like to mark the first in line as NEXT and all others as LATER.
Hope this gives you a better idea of what I’m looking for?
Feb 01, 2019 02:33 PM
You can just create View to hide past Travels, and order future by Date. The first is the next.
Feb 01, 2019 02:47 PM
Ultimately, I’d like to setup a kanban-view with four stacks (NOW/NEXT/LATER/DONE) instead so I can have a complete, yet compact overview. Hence I need to find a way to indicate which record comes right after NOW, so I can mark it as NEXT and prefer this to happen automatically with a formula instead of making manual changes.
Feb 02, 2019 09:30 AM
Think I got one step closer by creating a new field that calculates the amount of days between TODAY and all LATER start dates. Now I just need a way to mark the lowest number as NEXT. Any thoughts?