I created a date field (Task_Completed_Date) on the Task object and I am using a process builder to populate Task_Completed_Date with the date when the task's status is marked as complete.
I am creating a formula field to display:
"YES" when a task is completed by Due Date (ActivityDate)
"NO" when a task is completed after Due Date
"Past due" if we are past the Due Date and the task has not been completed.
"Open" if the task is not due yet and has not been completed yet
Currently, I have the YES and NO parts of the formula field as:
If(Task_Completed_Date__c <= ActivityDate, "YES",
If(Task_Completed_Date__c > ActivityDate, "NO",
I need assistance with the "Past Due" and "Open" parts.
Thanks,
Thank you, both. You got me really close. I ended up using:
If(Task_Completed_Date__c <= ActivityDate, "Yes", If(Task_Completed_Date__c > ActivityDate, "No", If(AND(ActivityDate < TODAY(),ISBLANK(Task_Completed_Date__c)),"Past Due", "Open")))
