How to turn off >30 Flag

Joan156

I have a flag that turns on >30 days after receipt of a document but what I did not realize is the flag applies to all documents >30 days old, even if complete.

What I need is a flag that only activates when two Document Stages are active -- "In Progress" and "Contracting (Customer Review)" the other stages will not apply.

The current working formula for >30 days is =IF([Today's Date]@row < TODAY(-30), 1)

and I attempted to add "In Progress" and "Contracting (Customer Review)" but received multiple syntax errors.

I appreciate your help.

ker9

Hi @Joan156

Please see if this will work for you:

=IF([Document Stage]@row ="Complete", 0, IF([Today's Date]@row < TODAY(-30), 1))

Hope this helps!

Joan156

@ker9

Thanks for responding. I replaced your "Complete" with "Hold" but the other exclusions are not working. They are:

Hold

Fully Executed (Closed Won)

Lost/Canceled (Closed Lost)

=IF([Document Stage]@row = "Hold", “[Lost/Canceled (Closed Lost)]”, “[Fully Executed (Closed Won)]”, 0, IF([Today's Date]@row < TODAY(-30), 1))

ker9

@Joan156

What I need is a flag that only activates when two Document Stages are active -- "In Progress" and "Contracting (Customer Review)" the other stages will not apply.

=IF(OR([Document Stage]@row ="In Progress", [Document Stage]@row ="Contracting"), 1, 0)

I am presuming that there is only one stage per row in the above formula based on your picture.

For your other request above:

=IF(OR([Document Stage]@row = "Hold", [Document Stage]@row=“[Lost/Canceled (Closed Lost)]”, [Document Stage]@row=“[Fully Executed (Closed Won)]”), 0, IF([Today's Date]@row < TODAY(-30), 1))

ETA NOTE: some of the above include brackets based on your text. I don't know if you were trying to reference columns or text or if the brackets [ ] should or should not be used.

Depending on how many stages you have it might be easier to exclude a specific stage rather than include multiple stages.

Hope these help!

Joan156

Sadly, still getting syntax error using:

=IF(OR([Document Stage]@row = "Hold", [Document Stage]@row=“[Lost/Canceled (Closed Lost)]”, [Document Stage]@row=“[Fully Executed (Closed Won)]”), 0, IF([Today's Date]@row < TODAY(-30), 1))

I'll continue to test different variations

Joan156

@ker9

The Document Stage is a drop-down and I need to work what I have.

I think you're right about the additional brackets. I removed them. We're close but now I have an UNPARSABLE message

=IF(OR([Document Stage]@row = "Hold", [Document Stage]@row=“Lost/Canceled (Closed Lost)”, [Document Stage]@row=“Fully Executed (Closed Won]”), 0, IF([Today's Date]@row < TODAY(-30), 1))

Thoughts?

ker9

@Joan156

Your example above has a bracket instead of a paren after (Closed Won]

=IF(OR([Document Stage]@row = "Hold", [Document Stage]@row=“Lost/Canceled (Closed Lost)”, [Document Stage]@row=“Fully Executed (Closed Won]”), 0, IF([Today's Date]@row < TODAY(-30), 1))

=IF(OR([Document Stage]@row = "Hold", [Document Stage]@row = "Lost/Canceled (Closed Lost)", [Document Stage]@row = "Fully Executed (Closed Won)"), 0, IF([Today's Date]@row < TODAY(-30), 1, 0))

Joan156

@ker9

Great eye! It works perfectly!

Thanks a million