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I've been tasked with getting a SharePoint site up and running as part of my job, it requires a semi-automated way of marking files for an archival process where they are taken off of the SharePoint and moved to a shared drive to conserve space. This is also part of a process to move many files on to the SharePoint system which may override important information stored on the files such as the date it was last modified, for this reason I would be utilizing a column which is effectively the last modified date of the file before its transferral to SharePoint.

Right now my brain is kinda working on this problem in pseudo-code of sorts, I have some decent experience with PHP and Java and mostly understand how the logic behind this should work, I'm just having trouble bringing it to life.

What I have so far is a collection of columns for files, the main ones relevant to my problem here are a File Activity metadata which should be a calculated column that can determine the contents of the field depending on other factors/columns.

Another column is for a Retention Period End Date, of which after this date is reached the file should be pushed to review by a user and then its fate should be decided (postpone archival/archive it/delete it, this is handled in another metadata column that is manually selected called Review Status).

Finally, the last relevant column to this idea is a [Real Document Date] which is the date the file was last modified before transferring it to the SharePoint system, since [Last Modified] would be overwritten as soon as it was added, as I've touched on above.

Anyway, the File Activity metadata should contain three possible outcomes: Active, Dormant or Needs Review.

My pseudocode for this sort of process is as follows:

IF [Last Modified] < 6 months
= "Active"

IF [Last Modified] > 6 months
= "Dormant"

IF [Last Modified] OR [Real Document Date] > [Retention Period End Date]
= "Needs Review"

I have tried a few different ways I could best understand how to implement this idea as a calculated column based on other people's questions and answers given on here and modifying their code for my own use, but I've failed each time. I was wondering if anyone more experienced with calculated columns in SharePoint could effectively spoonfeed me the solution to my conundrum?

Thank you for your time.

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Please try below formula. Kindly make sure column names are correct. I have copied from your question

=IF(OR([Modified] < [Retention Period End Date],[Real Document Date] < [Retention Period End Date]), "Needs Review",IF(MONTH([Modified]) < 6, "Active","Dormant" ))

Below tutorial might help you better design calculated column

https://www.youtube.com/watch?time_continue=255&v=wto32ONWj0M

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