How to check a box if a date is in the past 7 days & next 14

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Hello,

I want to check a box if the following criteria are met. I want to then base an automation to send out rows that are not complete and were due in the last 7 days / due in the next 14.

Criteria:

Status is not Complete

Finish is in the past 7 days (overdue)

Finish is in the next 14 (look forward 2 weeks)


This is the formula I tried - and is obviously incorrect. Any guidance would be appreciated!


=IF((Status:Status<> "Complete", And(Finish:Finish <=TODAY(-7)),Finish:Finish <TODAY(+14),1,0)

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Matthew_Lanterman

    I hope you're well and safe!

    Not completely sure I follow but try something like this.

    =IF(AND(Status@row = "", Finish@row = ""), "", IF(AND(Status@row <> "Complete", Finish@row <= TODAY(-7), Finish@row < TODAY(14)), 1))

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Matthew_Lanterman
    Matthew_Lanterman ✭✭✭✭✭
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    Hi @Andrée Starå - thank you for the help.

    The goal is to surface all tasks that are incomplete within a timeframe (measuring from today, I need lines that are not complete and were due the past 7 days and due in the next 14).

    Alternatively, I could write conditions in an automation that might accomplish the same goal:

    That way I would not need a formula, and can use the conditions in an automation. Do you think that would work?

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