At Risk Flag - Checkbox and Date

Hello!

I am trying to have an 'at-risk' flag for this following scenario.

If the "Onboarding Call Completed date is a date in the past, and the "PIP Finalized" column is not checked, I need the 'PIP At Risk" column to flag.

I have floated to different threads but nothing I could put together got me to the solution I was looking for when I would try different variations.

Using example from my sheet below, the only row that should pop at risk is the last line since there is a date in the past and the PIP Finalized is not checked. If the date box is blank though, nothing should happen.

Thank you in advanced for any help!

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Sean Morgan

Hello @Shelton Alves ,

Please see this example I've created that should replicate the scenario you are looking for.

The formula I used in the flag column was: =IF(AND([Complete Date]@row < TODAY(), [PIP Finalized]@row <> 1), 1, 0)

As you can see; If the date is in the past and the checkbox is not checked, it inputs a flag, any other scenario (dates in past or future, or date in past but checkbox is checked) it will not place a flag.

Let me know if you have any questions

Regards

Sean

Shelton Alves

Sean! Thank you so much for the quick reply.

I just attempted that and I actually got a flag pop when the date field was blank. Is there a way for the flag to be ignore if a date is not present? Below was the row it occurred when the formula was entered:

Paul Newcome

You would add the criteria of the cell not being blank in the AND function.

=IF(AND([Complete Date]@row <> "", [Complete Date]@row < TODAY(), [PIP Finalized]@row <> 1), 1, 0)

Shelton Alves

Thank you Paul and Sean!

That works Paul like a charm!

I appreciate all your help :D

Paul Newcome

Happy to help! 👍️

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