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Need Formula for Task List

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Beth_Taylor
4 - Data Explorer
4 - Data Explorer

I’m trying to create a task list utilizing checkboxes, and I’d like that to automatically updated a field named “Status”.

For example if a new record is created and no checkboxes are checked off, the status should be “New”. If the final payment column is checked, the status should change to “Paid”, etc.

2 Replies 2

Hi @Beth_Taylor - how about this (simple version)?

18

Status is a formula of:

IF({Payment made?}, 'Paid', 'New')

I’m saying “simple version” because it sounds like you have more than one checkbox, but this shows the principle. With more checkboxes, you might use a nested IF() formula to get the status you want.

JB

Thanks, JB! I think this is what I need, though I’ll have to adjust it to a nested IF formula. (ugh)