Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

\uD83D\uDCD8 Instructions

Info

Highlight important information in a panel like this one. To edit this panel's color or style, select one of the options in the menu.

...

Info

On a Document Record you will see a Status and a Status Badge field which are programmed to show the status of the document based on an attached documents Expiry Date of the most recent Document Version.

STATUS

LOGIC

Pending

A Document is yet to be uploaded.

Active

The Document Expiry Date is greater than Today and not within the next 7 days.

Expiring Soon

The Document Expiry Date is in the next 7 days.

Expired

The Document Expiry Date is less than Today.

...

Code Block
IF(Expiry_Date__c > TODAY(), 'Expired', 
IF(Expiry_Date__c > TODAY() - 7, 'Expiring Soon', 
IF(Effective_From__c < TODAY(), 'Pending', 'Active')))