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If statements and dates and task assignment

K

hello all!
I don’t know if it is possible but this is what I would like the column to do.
So it’s going to be based off the “Insurance Date” . column
I would like to set a formula to where it’s the day of or a couple days before the Insurance Date, I want to be told that “renewal needed” and otherwise say “OK” .
I had this but the system is saying it’s not a good formula
IF((IS_BEFORE{INSURANCE DATE=TODAY()}, “GOOD”,“RENEWAL NEEDED”))

and then if it’s possible that when the result in first formula is “Renewal needed” , if it would trigger an alert to a person(s) that renewal is needed. Is there a way to assign a task in a If statement?

2 replies

A
  • AlliAlosa
  • Inspiring
  • 382 replies
  • June 14, 2019

Hi there!

The following formula will return “Renewal Needed” on or up to three days before {Insurance Date}.

IF(OR(AND(IS_AFTER(TODAY(), DATEADD({Insurance Date}, -3, 'days')), IS_BEFORE(TODAY(), {Insurance Date})), IS_SAME(TODAY(), {Insurance Date})), "Renewal Needed", "OK")

Alternatively, the following will also return “Past Due”, if today is after {Insurance Date}.

IF(IS_AFTER(TODAY(), {Insurance Date}), "Past Due", IF(OR(AND(IS_AFTER(TODAY(), DATEADD({Insurance Date}, -3, 'days')), IS_BEFORE(TODAY(), {Insurance Date})), IS_SAME(TODAY(), {Insurance Date})), "Renewal Needed", "OK"))

As for the alerts, I would recommend using Zapier! Learn more here:

J
1 person likes this
  • J
    Justin_Barrett
K

you are awesome! Thank you for answering! :slightly_smiling_face:

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