At Risk Flag

M Johnson

Hello All,

I'm trying to enable an at risk flag with the following criteria:

1. Within 3 days of date to follow up
2. if the status is either "open" or "deferred"
3. ignoring any rows that have blanks for dates

I've been searching the forum, I found one that worked, but flagged every empty row at risk because there were zero entries (this populates from a form, so I don't want to count any blanks).

Here's an example of one of the formulas I was trying.

Carson Penticuff

Give this a try:

=IF(ISDATE([Date to follow up]@row), IF(OR([Status for SOX]@row = "Open", [Status for SOX]@row = "Deferred"), IF([Date to follow up]@row <= TODAY(3), 1, 0)), "")

Carson Penticuff

Give this a try:

=IF(ISDATE([Date to follow up]@row), IF(OR([Status for SOX]@row = "Open", [Status for SOX]@row = "Deferred"), IF([Date to follow up]@row <= TODAY(3), 1, 0)), "")

M Johnson

Perfect! Thank you so much!