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Elizabeth Bouma 5
Help with nested/multiple IF statements
I am trying to create a dynamic date formula field. We want to use it to sort our different kinds of projects in list views on the account.
Below are the three IF statements that I have developed. All entries are a record type of Assessment, Prospect, or Application and based on the record type, I want to select a date that is not NULL (which will always be one of the two).
IF(AND(RecordType.Name = "Assessment", Assessment_Completed_Date__c = NULL), DATEVALUE(CreatedDate),Assessment_Completed_Date__c),
IF(AND(RecordType.Name = "Application", eo3__Payment_Date__c = NULL), Date_Pre_Application_Received__c,eo3__Payment_Date__c),
IF(RecordType.Name = "Prospect", eo3__Estimated_Completion_Date__c )
Below are the three IF statements that I have developed. All entries are a record type of Assessment, Prospect, or Application and based on the record type, I want to select a date that is not NULL (which will always be one of the two).
IF(AND(RecordType.Name = "Assessment", Assessment_Completed_Date__c = NULL), DATEVALUE(CreatedDate),Assessment_Completed_Date__c),
IF(AND(RecordType.Name = "Application", eo3__Payment_Date__c = NULL), Date_Pre_Application_Received__c,eo3__Payment_Date__c),
IF(RecordType.Name = "Prospect", eo3__Estimated_Completion_Date__c )
You should probably create a truth table which maps all the possible outcomes. Then you embed each subsequent "IF" statement in the ELSE position of the prior IF statement.