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Need Formula for Task List

  • June 20, 2019
  • 2 replies
  • 16 views

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.

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2 replies

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

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


  • Author
  • New Participant
  • June 20, 2019

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

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)