This rule, however, needs a tweak for specific jobs with [Job Type] “PMs” so I duplicated the +30 rule and was going to add an additional condition to it like below
If [Job Type]=“PMs”
TODAY()>[Mo PM Due]+30
This is not working, so I need help! I also came to the realization that my first rule will still trigger for PMs contradicting the second!!
Insite: When we receive approval for most jobs we want them done in 30 days but for PMs, we may receive the approval months before its actually due. I have a field [Mo PM Due] which is in date format so we can create the format rule on that.
First rule trigger if job type is what you need and the date is overdue:
AND([Job Type]="PMs";([Mo PM Due]+30)<TODAY())
Second format rule trigger if job type is not what you need it to be:
AND([Job Type]<>"PMs";([Mo PM Due]+30)<TODAY())
ou can also expand the rule if you need more job type excluded from a rule by evaluating a list (maybe taken from another table of exceptions) agains another list
Thank you for the response, ok so I deleted my other 2 replies and figured I would just edit my initial rule to include the [Job Type]s that that one needs to include. So I edited it to look like this but something is not working in this expression AND([Job Type]=“Quoted Job”, “Service”, “PM Repairs”, “Annual Discrepancy Repairs”, “Verification”, “Training”;(TODAY()>[Date Approval Received]+30))
This is what the warning says Condition AND(([Job Type] = “Service call”), “PM Repairs”, “Annual Discrepancy Repairs”, “Verification”, “Training”, (TODAY() > ([Date Approval Received]+30))) has an invalid structure: subexpressions must be Yes/No conditions