Automation with a check box

Dene Marcello

I am trying to set-up an automation using a check box. I want a box to check so I can alert a program manager:

IF it is later than 14 days from the Date Submission Review Complete and the Invoice is not Attached (this is a check box), the ETR is not attached (this is a drop down selection so I was trying to say if it was blank, and the Receipt is not attached (this is a check box).

But I am getting an error and I am not sure my logic is correct. If after 14 days all of these columns should be completed with a selection or check.

=IF(AND(TODAY(-14) > [Date Submission Review Complete]@row,([Invoice Attached]@row = 0, ISBLANK([ETR Attached]@row), [Receipt Attached]@row = 0), 1))

Thanks for your help!

Paul Newcome

Now that we have the error taken care of, we can work on the logic. How does this work for you?

=IF(AND(TODAY(-14) > [Date Submission Review Complete]@row,OR([Invoice Attached]@row = 0, ISBLANK([ETR Attached]@row), [Receipt Attached]@row = 0)), 1)

Paul Newcome

Lets try cleaning up some parenthesis first...

=IF(AND(TODAY(-14) > [Date Submission Review Complete]@row,[Invoice Attached]@row = 0, ISBLANK([ETR Attached]@row), [Receipt Attached]@row = 0), 1)

Dene Marcello

It will check the box if they all are not done, but I want it to check the box even if one is not done.

In my screen shot for row one, you can see that the ETR Column is blank but the Attachment Complete box that I am using for my automation is not checked.

Screen Shot 2023-03-14 at 4.45.48 PM.png

I feel like I need some type of OR statement?

Paul Newcome

Now that we have the error taken care of, we can work on the logic. How does this work for you?

=IF(AND(TODAY(-14) > [Date Submission Review Complete]@row,OR([Invoice Attached]@row = 0, ISBLANK([ETR Attached]@row), [Receipt Attached]@row = 0)), 1)

Dene Marcello

Thank you for your help!

Paul Newcome

Happy to help. 👍️