Forum Discussion

ClariceDennison's avatar
ClariceDennison
Qrew Trainee
3 years ago

IF Formula Assistance

Hi!

I'm trying to create IF statements based on if a field is = to X, then based on the selection, I want to populate a specific target date.

Example, if "0 - (Optional) - Fast Track Modifications" selected from the Credentialing Standardization Tasks field, then add 3 days to the Targ Date.

This is what I have so far on the Targ Date field:
If([Credentialing Standardization Tasks] = "0 - (Optional) - Fast Track Modifications", [Start Date]+Days(3))

1. Is this possible?
2. If it is, am I able to have 16 other IF statements for the Targ Date field? Each of these tasks have different target dates.

* I needed to create a Targ Date field (Formula - URL) as the Target Date field was a Date field and is being used in other areas and I'm afraid it unintentionally affect what it's being used for in other areas.
* I have a dynamic form rule to populate what's in the Targ Date field, in the Target Date field since I couldn't build (the above) on the Target Date.

Thank you!

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Clarice Dennison
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6 Replies

  • If you want to make a formula field to calculate a Calculated date field, then you can do a single IF and list the tests vertically for readability.
    If(
    [Credentialing Standardization Tasks] = "0 - (Optional) - Fast Track Modifications", [Start Date]+Days(3),
    [Credentialing Standardization Tasks] = "1 - xxxxxxxxxx", [Start Date]+Days(4),
    [Credentialing Standardization Tasks] = "0 - yyyyyyyy", [Start Date]+Days(3)
    )


    IF all of your of your tests are against the same field, then you can also use a Case Function

    Case([Credentialing Standardization Tasks],
    "0 - (Optional) - Fast Track Modifications", [Start Date]+Days(3), 
    "1 - xxxxxxxxxx", [Start Date]+Days(4),
    "2 - yyyyyyyy", [Start Date]+Days(3)
    )



    ------------------------------
    Mark Shnier (YQC)
    mark.shnier@gmail.com
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    • ClariceDennison's avatar
      ClariceDennison
      Qrew Trainee
      Thanks Mark! 

      Unfortunately, the date in the Targ Date is not populating. Not sure If I'm missing anything. I tried both the IF and Case statements, but both did not work.



      The Case:

      Case([Credentialing Standardization Tasks],

      "0 - (Optional) - Fast Track Modifications", [Start Date]+Days(3),

      "1 - Kickoff Meeting", [Start Date]+Days(7),

      "2 - Pre-Requisite eLearnings", [Start Date]+Days(14),

      "3 - Observe Training as a student", [Start Date]+Days(14),

      "4 - Observe Training as an instructor", [Start Date]+Days(28),

      "5 - Job Shadowing/Site Observations", [Start Date]+Days(28),

      "6 - Assessment Phase - Kickoff", [Start Date]+Days(35),

      "7 - Assessment Phase - Project (Epic only)", [Start Date]+Days(42),

      "8 - Assessment Phase - Project grading (Epic only)", [Start Date]+Days(42),

      "9 - Assessment Phase - Train the Trainer practice or Deep Dive", [Start Date]+Days(49),

      "10 -Assessment Phase - Train the Trainer", [Start Date]+Days(56),

      "11 - Assessment Phase - Train the Trainer grading", [Start Date]+Days(56),

      "12 - Assessment Phase - Test (Epic only)", [Start Date]+Days(70),

      "13 - Assessment Phase - Test grading (Epic only)", [Start Date]+Days(70),

      "14 - Observation Final Sign-off", [Start Date]+Days(84),

      "15 - Observation Final Sign-off grading", [Start Date]+Days(84),

      "16 - Certificate for Credentialing (Epic only)", [Start Date]+Days(91),

      "17 - Update Educators on Workday and QuickBase", [Start Date]+Days(91)

      )


      Thanks!!

      ------------------------------
      Clarice Dennison
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        Formula looks correct. Can you post a screenshot of a record where the start date is populated and there's a selection in that field for [Credentialing Standardization Tasks] and also show the calculated field being blank?

        ------------------------------
        Mark Shnier (YQC)
        mark.shnier@gmail.com
        ------------------------------