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Hi, can anyone help me combine these two formulas on a date field please?

IF the Portfolio is Interfaces and the Status is Agreed and the EA Action is one of 3, then the date should be Expected Submission Date -28, +14 or +42.

PLUS

IF the Portfolio is Interfaces and the Status is Invited and the EA Action is First Invitation Chaser, then the date should be Invite email sent + 28 days

I have them both working on separate fields, but can't get them into one formula.

Formula 1:

IF( AND( Journal_for_Article_use__r.Portfolio__c = "Interfaces",

ISPICKVAL( Status__c , "AGR - Agreed to submit")

),

CASE( TEXT( EA_Action__c ),

"Submission Reminder", (Expected_Submission_Date__c - 28),

"First Submission Chaser", (Expected_Submission_Date__c + 14),

"Second Submission Chaser", (Expected_Submission_Date__c + 42),

Null

),

Null

)

Formula 2:

IF( AND(

Journal_for_Article_use__r.Portfolio__c = "Interfaces",

ISPICKVAL( Status__c , "INV - Invited")

),

CASE( TEXT( EA_Action__c ),

"First Invitation Chaser", (Invite_email_sent__c +28),

Null),

Null)
3 respuestas
  1. 16 ago 2023, 12:28

    Hi @Complete novice

    I have combined the above formula. 

    IF( Journal_for_Article_use__r.Portfolio__c = "Interfaces", 

    IF( ISPICKVAL(Status__c , "AGR - Agreed to submit"),

     CASE( TEXT( EA_Action__c ),

    "Submission Reminder", (Expected_Submission_Date__c - 28),

    "First Submission Chaser", (Expected_Submission_Date__c + 14),

    "Second Submission Chaser", (Expected_Submission_Date__c + 42) , null), 

    IF( ISPICKVAL( Status__c , "INV - Invited"), 

    CASE( TEXT( EA_Action__c ),

    "First Invitation Chaser", (Invite_email_sent__c +28), null), null)), null)

    If your problem is solve based the above approach. Please mark as Best Answer.

    Thanks,

    Shrutika

     
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