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Formula Help


I have a table that is driven by due dates and would like to tack / capture the number of lates in a report or table. does anyone have any suggestions on best practices and how i might auto generate this report using a formula?

thanks,
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AdamKeever1
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You can use a formula numeric field to calculate the days overdue, [Late]:

If(
ToDays([Due Date] - Today())>0,0,
Abs(ToDays([Due Date] - Today())))

Then you can set up a notification to fire when [Late] is greater than 0.

If you are wanting to automate this then you will have to have a table connection or sync in order to set up a refresh schedule.

  • Author
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  • July 23, 2019
I have something like this setup now and what i would like to capture is the history of lates... sorry, i dont think i spelled that out very well in my description.

thanks, 

AdamKeever1
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You can create a Late History table and use an automation to copy the records to that table that are late.

  • Author
  • Registered
  • July 24, 2019
This is the way i have it setup and it does not seem to be working properly. i assumed it was because the late status is triggered through a formula and within the automation it states to "trigger" when a user makes a change. 

If i go in and change the dates manually to drive a "Late" status, it will populate the other table as it is intended but it does not work on its own.

to work this way i need a formula correct? or maybe i have something else that is not setup correctly?





  • Author
  • Registered
  • July 24, 2019
I see now. sorry i misunderstood... i had the automation triggered on a change as opposed to a schedule like you mentioned. thanks for your help. it should work now.