Creating a video production step by step status

I like the idea however if I understand the issue correctly it seems that you have the statuses all in one field which is nice and I really like that.  However it looks like what you are trying to do is trying to track EACH status change NOT just when a Status changes.  It seems that you have different fields tracking that populated by automations which is really good.  However you seem to have indicated that you want to track all of the times the status moves backward as well.  That is not feasible to do within a date field,  you can however do this via an Automation for a Text field which will show you a change log of those fields. Otherwise this is a great setup and a good way for tracking, you will however know the final or most recent date that a project moves steps with this.

Thanks Anthony.  I was debated back and forth with myself with the other side winning, about how to do the backwards tracking, and yes, it’d have to have a record log, which I’ve implemented before for other things.  I’m thinking that’d be good as well...like a static date recorded, etc.  This will require a little more working.

I had a project where I had similar requirements: 

1. Log the exact dates and amount of time a record stayed in a Status for reporting
2. Handle Statuses going backwards multiple times

I ended up creating a table where each record represented a single status change + date, with each change linked to its predecessor

Then I made some fields to calculate the total amount of time they spent in each status change, and summed it up for said reporting

Pretty sure we’d be able to create rollups / lookups to pull the earliest date the record entered a Status and the latest date it got out of it for the Timeline / Gantt thing!

So I’m running into some brain freeze due to logic, my Vulcanist isn’t shining ;).

Here is a flow chart of the basic logic.  As you can see not EVERY step will be set, skipped over.  The issue I’m having is, and it’s probably small, that due to not everyone one of them being used, how will the dependency work?  Also, if they aren’t skipped vs are skipped, how will that be tracked in my date to date statuses?
Does that make sense?  I know I can have that Log of status changes to keep track of those that get caught in the error loop, but otherwise, I want to make sure ALL status’s dates are tracked either way.
 

Ah, I handled that by getting the automation to:

1. Look for the latest Status Change record linked to the Project
2. Create the new Status Change record, link it to the record found in step 1

And so what the previous Status was didn’t matter to the automation, does that make sense?

Hey there!

So what I wound up doing was, creating another table that two automations fill out necessary data(had to due At’s limit on number of “processes in one automation”.  
 

Above, any time a video status is changed, the automation will create a new record based on the status change. So this will also take care of the “error-loop”  when 5-video editing done, is changed multiple times to alert the instructor to check the videos.  

All the rest of the statuses are pretty linear, but I had to allow for this.  
In the source table, there are date fields for each status, however, they don’t take into account if there is an error, nor if certain ones are used more than once, so this table does that, keeps track of each status along with what date it was changed.  

My only thing is setting up the timeline and or Gantt chart as I want to see their relationship to each other.  Right now, the dates only show 1 day duration, but technically they should be dependents but I can’t really do that since the dates marked aren’t in the same record.  Does that make sense?  Maybe I can have a “previous state” field in this Log table?  

The above is the timeline view for the Log table, and it’s almost there, I just need it to display their relationship to each other a little better.  most currently are 1 day duration, so that makes sense.  Also, be nice if in a wider view, e.g. Month, Quarter, the “blocks” would be distinguishable, otherwise I sub-grouped the video statuses to show it off better.
 

Any other ideas?