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Hi everyone, 

Table A is meant to be just an overview of the project. The start dates, deadline given, and date returned will be entered manually as they change often. Here is a screenshot of the relevant part of Table A.

Table A

 

Now I’m creating Table B. In Table B I want to keep track of how long it took the team to finish each phase and each stage. Here is a screenshot of what I have so far:

You can see in Table B I will list each stage of a phase and I want to track the start and end dates for each stage. Ie it’s more detailed than Table A. I’m wondering if there is a way to capture the dates in Table A and put them in Table B. In Table A the “Phase” and “Stage” columns are Single or Multiple Select and will change as we progress through the phases. In Table B the “Phase” and “Stage” columns will not change because I want to capture the timeline for each stage in each phase. 

 

So I want “Real Start Date” in Table B to capture the “Start Date” in Table A if it matches the same Phase and Stage. In other words, for row 1, TEPI13, when Table A is “Phase 1: Writing” and “Stage: Planning” the “Real Start Date” in Table B should show “8/12/2025”. But the phase, stages, and date in Table A will continue to change; whereas it needs to stay the same in Table B. So, I can’t just use “Lookup” in Table B for the start date in Table A, because it will continue to change. I also can’t use “If, then” based on the phase or stage, because as soon as the condition for “if” changes (for example, the stage) then it will no longer be true. 

My guess is that I will have to do this manually, but I thought there’s no harm in asking! Thanks!

Hm what if you used an automation to help you log this?  In the gif below I’ve got an automation that triggers when the checkbox is ticked that’ll create a new record in Table B with the data copied over.  Not sure exactly how your data gets created, but the logic would be the same

 


Hm what if you used an automation to help you log this?  In the gif below I’ve got an automation that triggers when the checkbox is ticked that’ll create a new record in Table B with the data copied over.  Not sure exactly how your data gets created, but the logic would be the same

 

Thanks! Though it’s not quite what I was hoping to do. If I create an extra column with the “log” checkbox, I can click it once when I’ve added a date. But what about all the other times? There are 5 phases and roughly three stages within each phase. So I’ll be changing the date about 15 times and I’m hoping Table B can capture and retain all 15 dates.


Hm, wouldn’t we just click the checkbox again in that scenario?  Sorry, I think I don’t understand something in the workflow!  Could you provide some example input and output data?

I also noticed an error in the previous gif and have corrected it!  (The date was set up wrong)


Hm, wouldn’t we just click the checkbox again in that scenario?  Sorry, I think I don’t understand something in the workflow!  Could you provide some example input and output data?

I also noticed an error in the previous gif and have corrected it!  (The date was set up wrong)

Yes, I see what you mean and that could work! Thank you so much!! I tried setting up an automation, but no luck. I can’t get it to show up on Table B. Could you please send me a screenshot of your automation?


Yeap sure, and here’s a link to the base too; you can duplicate it into your own workspace to modify it!
 

 


Yeap sure, and here’s a link to the base too; you can duplicate it into your own workspace to modify it!
 

 

Thanks! Unfortunately it won’t let me edit or duplicate it and when I try to create the same thing in my tables, it doesn’t work. I’ve been able to add a record to Table B, but it doesn’t automatically include the date. It only gives me the level or name.


Hm could you provide screenshots of your tables and the automation set up?  If you could DM me a read-only invite link to your base I could help you take a look at it too


Thanks a lot! DM sent :)


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