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!


Answers

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