Forum Discussion
Jason_Bellow
Aug 16, 2023Copper Contributor
Formula If/then/and help!!!
I have a document that I'm trying to automate. I would like the plant name to be highlighted if they have been visited in the specified time frame. Some customers need to be visited weekly, monthly,...
nimesht
Aug 16, 2023Iron Contributor
Hi Jason_Bellow,
Which 2 dates do you want to compare - "Last Visit", "Last Visit Offer"?
Since there would be lot of if/else (5 frequency, 2 window period), I'd suggest adding a column to check the compliance based on the formula and then highlight that column based on values; or possibly adding columns for +/- 10 days window period based on the frequency too.