I am trying to write a report formula that is triggered off a checkbox and two different dates that I would typically write an IF AND formula. Anyone know how to make this work? It is giving me an 'e...
Mark's solution is the fastest and easiest way to do this.
Let me give you an alternative that will take an hour and is much more complicated, and then a reason why. Instead of the Formula Text field, I suggest changing the architecture of your application to look like this.
I assumed the table you are working on is called Engagement.
By having a child table called Engagement History, you get much more robust reporting options and you know when and why something has changed.
You will need some Pipelines to manage the logic but they are pretty straight forward.
When an Engagement record is created, a Pipeline would create the Engagement History record setting the Status to New, and recording who it was that created the first one.
Checking the Cyber Check box created another Engagement History record and you know exactly who it was that did that even if it gets unchecked later.
And so on and so forth through the life cycle of an Engagement through Assigned and maybe something like Invoiced or Closed Out.
Senior management tends to really like this kind of info because they can see what is moving quickly, what is languishing in the system and so on.