Forum Discussion

ClariceDennison's avatar
ClariceDennison
Qrew Trainee
4 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 Modificatio...
Formulas and functions
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
4 years ago
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
------------------------------
  • ClariceDennison's avatar
    ClariceDennison
    Qrew Trainee
    4 years ago
    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
    ------------------------------
    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      4 years ago
      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
      ------------------------------
      • ClariceDennison's avatar
        ClariceDennison
        Qrew Trainee
        4 years ago
        Using Case:




        If I just have this, it works though:

        [Start Date]+Days(3)


        Thanks!

        ------------------------------
        Clarice Dennison
        ------------------------------