Set a flag 90 days before due date and after due date

JCope

I am trying to flag contracts needing renewals. What am I doing wrong?

 

=IF(OR([Contract end date]1 <= Today1 + 1 - 90, 1, 0))

 

Jeff Mullins

 

I use Smartsheet for property management and need the lease end dates to be flagged too.  I simply use the "countif" formula such as =COUNTIF(CHILDREN(), <TODAY()) + " expired" to do the job of giving me a total of all expired.  I then link that field to my dashboard for a global view.  You could do the same for 90 days such as =COUNTIF(CHILDREN(), <TODAY(90)) + " expiring in 90 days" to do the same for 90 days prior.  I also use the conditional formatting feature to turn each red or yellow based on expiring 90 days (and also 30 days) from today.  Also, you can set an alert to email you when a date is at a certain time frame from today.

sean59916

Hi - 

It looks like you don't have the OR condition built correctly for the 2nd expression- it would need to be something like:

=IF(OR([Contract End Date]1 <= TODAY() + 1 - 90, [Contract End Date]1 <= TODAY() + 90), 1, 0)

Alternatively, you could use =IF([Contract End Date]1 > TODAY() + 90, 0, 1)

This flags any past due item and anything within 90 days. See screenshot.

I hope this helps you out?

Sean

JCope

Thank you so much! The IF/OR logic is working perfectly.