Formula Text Field

This should get you started on the syntax. It is the first two if statements. Keep adding on with the following in mind:

1. QB evaluates if from top to bottom. As soon as it hits a true statement, it stops and outputs the result. So be sure by the time you get to your last statement, that none of the prior statements could have been true.
2. Use ="" to evaluate if a text field is blank, use isnull or not isnull to evaluate numeric and date fields.
3. Use the or operator for spots where you say 'at least one of the fields is...'
4. Group your conditions in parentheses. See the higlighted parentheses below.

If(

  [Program - HTH] = "" and isnull([RRH Match]) and [nonDHS Program]="", "Phase 1",

( not is null([Date of Match to Program - HTH]) or not isnull([nonDHS Date of Match to Program - Manual])) and isnull([Date Prover Changed - HTH]) and isnull(nonDHS Date Provider Assigned - MANUAL]), "Phase 2",

.....

)

Hey Phelan, the Case function is used when checking against a single field. Since you are checking conditions in many fields you'll want to use the If function as Michael suggested.

I'd also consider breaking the logic up into more smaller steps, as it may be easier to debug and maintain. Perhaps you could have a Formula Checkbox for each Phase?

// Phase 1
If (
    [nonDHS Program - Manual] = "" and
    [Program – HTH]           = "" and
    [RRH Match]               = 0,
    true,

    // Default to unchecked
    false
)

Repeat for the each Phase substituting (not IsNull, IsNull, and, or, etc.) where appropriate. Then, your Phase Formula Text may be more manageable and your reports may be a bit nicer too if you include the Phase checkboxes in sequential order so you can visually scan progress. Anyway, if you take this approach, you'd end up with something like:

// Phase
If (
    [Phase 6] = true, "Phase Six",
    [Phase 5] = true, "Phase Five",
    [Phase 4] = true, "Phase Four",
    [Phase 3] = true, "Phase Three",
    [Phase 2] = true, "Phase Two",
    [Phase 1] = true, "Phase One",

    // Default to empty string
    ""
)