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Document Status

Document Status

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

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.

 

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

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