Workflow Template Formula Troubleshooting

Workflow templates use automated calculations for compliance deadlines. When formulas break, compliance tracking fails. Here's how to diagnose and fix the most common issues.

Date Calculation Errors

Problem: "Days Until" columns showing error messages or wrong numbers

Causes and Solutions:

• Regional date formats: If you're seeing #VALUE errors, your system may use DD/MM/YYYY format while template expects MM/DD/YYYY
  
  
  
  • Solution: Change your Google Sheets locale (File → Settings → General → Locale)
• Empty date cells: Formulas trying to calculate from blank cells
  • Solution: Ensure admission/referral dates are entered before other dates
• Text instead of dates: Dates entered as text won't calculate
• Solution: Re-enter dates using date picker or proper format

Problem: Color coding not appearing or showing incorrectly

Troubleshooting Steps:

1. Check formatting rule ranges - should cover your data rows
2. Verify rule conditions reference correct columns
3. Ensure rule priority order (most specific rules first)
4. Test with sample data to confirm rules work

Common Rule Fixes:

• High priority cases: Rule should be =$G2="High Priority" not =$G$2="High Priority"
• Overdue items: Rule should be =$K2<TODAY() with TODAY() function
• Missing data: Rule should be =$E2="" for blank cells

What This Means: Templates warn before editing calculated columns to prevent breaking compliance monitoring

Safe to Edit: You can usually proceed when you see this warning if you're:

• Adding new client rows
• Updating dropdown options
• Modifying field labels

Do Not Edit: Avoid changing:

• Date calculation formulas (Days Until columns)
• Conditional formatting rules
• Data validation settings

Problem: Dropdown menus missing or showing wrong options

Solutions:

• Check Data → Data validation on affected column
• Ensure list source is correct
• Verify range covers all data rows
• Re-create validation if rules are corrupted

Problem: Template running slowly or freezing

Causes:

• Too many conditional formatting rules
• Complex formulas across many rows
• Large amounts of historical data

Solutions:

• Archive older data to separate sheet
• Simplify complex conditional formatting
• Use "Paste Special → Values" for completed cases

For complex formula issues beyond these solutions:

1. Check the Implementation Guide for your specific template
2. Use live chat support with specific error messages
3. Email screenshots of formula errors for detailed assistance

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