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Color coding report based on Date Modified

  • February 12, 2025
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Hi all! I'm trying my hand at color-coding a report based on any records updated in the past 7 days. I found a few similar threads/tried to emulate the formulas, but it's giving me guff because Date Modified is a Date/Time field.

My not-working formula is:

If(
[Date Modified]<=Today()-Days(7),"green"

 

My error says "The operator '<' can't be applied on types datetime, date

 

#SendHelp! Thanks!!

MarkShnierYou
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np, that built in field for [Date Modified] is actually a Date / Time field type. Soi we need to convert it to be just the Date.  Try this:

 

IF(
ToDate([Date Modified])<=Today() - Days(7),"green")


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  • February 12, 2025

Fabulous! Worked!

A sub-thought - is there a way to actually trigger this based on if a specific field was updated in the last 7 days -- without doing change logs on that field?


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  • February 12, 2025

Ok - no pipelines experience yet. Here's an idea I'm trying.

New field - Formula Date - and then color code report based on whether that's changed in the past 7 days.

My not-quite-working new formula:

If(Changed([Present Status Brief Detail])>= Today-Days(7), "")

Error Detail:

On "Changed" function - "The number of arguments supplie ddo not meet the requirements of the function Case. The function is defined to be If (Boolean condition1, result1, ..., else-result

 

Bonus Wishes:

It would be really awesome if I can actually tie this to a specific weekday -- if that field has been updated since last Wednesday. This way, when we're writing our quick team notes, we can skim whole reports of statuses, and the recently-updated statuses will stand out.

 

Thank you, Mark!


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  • February 19, 2025

OK I am going to wade into this. I'm guessing, but double-checking here if my thinking is correct.... the way to do this and achieve what I want will be to:

 

  1. Create a new field to capture date my desired field is updated. We'll call it "Status Last Updated"
  2. Create pipeline with logic that says, "If the record is updated and "Status Detail" changes, update "Status Last Updated" to "Today""
  3. Go back to my report that I want color-coded, and now color code it based on that date

 

Is that accurate?

 

A different question/problem that I'm trying to fix on the same report. I'd like to use my report to show high level which buckets a partner has completed through implementation - using simple checkboxes that are automated. Pipelines for this? Or formula box? A few key implementation steps do log dates, so it's not as simple as "This field = This", because that field always equals a string of changes. But on the report, I just want simple, clean checkboxes that don't require manual fill-ins for folks.

 

Thank you!!!!!!!!!!!!!