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Auto-populate date based on single select field selection

  • May 19, 2020
  • 2 replies
  • 51 views
B

Hi! I’m trying to set up a CRM for some of our sales people and I’d like to auto-populate a ‘next step’ due date based on the selection they make for their ‘next step’. For example, if they select their next step as ‘Send follow-up email’, I want the due date to auto-populate for 2 weeks from when they entered the information. Or if they select their next step as ‘Place follow-up phone call’ I want the due date to instead auto-populate as 3 days from when they entered the information. Is this possible at all with a formula or would this require an external zap maybe in Zapier? Thanks in advance!

Best answer by Jeremy_Oglesby

This could be possible with native Airtable fields, but only if the {Next Steps} field is set once at the creation of the record, and does not change after that; or else if you are ok with the {Due Date} field updating any time the {Next Steps} field is changed.

If that is the case here, then here’s how I think you could accomplish this:

  • Create a “Last modified time” field type, and select the “Specific fields” option, set to watch only the {Next Steps} field:

  • That will capture the date when the {Next Steps} field is set or changed
  • Now you can create a formula field for {Date Due} that uses a SWITCH() function to output a different date, based on the {Next Steps} selection and the date captured as the {Last modified time} of that field. It might look something like this:
SWITCH(
   {Next Steps},
   'Send follow-up email', DATEADD({Last modified time}, 3, 'days'),
   'Make follow-up call', DATEADD({Last modified time}, 5, 'days'),
   'In-store appointment', DATEADD({Last modified time}, 1, 'week')
)

2 replies

J
Forum|alt.badge.img+18

This could be possible with native Airtable fields, but only if the {Next Steps} field is set once at the creation of the record, and does not change after that; or else if you are ok with the {Due Date} field updating any time the {Next Steps} field is changed.

If that is the case here, then here’s how I think you could accomplish this:

  • Create a “Last modified time” field type, and select the “Specific fields” option, set to watch only the {Next Steps} field:

  • That will capture the date when the {Next Steps} field is set or changed
  • Now you can create a formula field for {Date Due} that uses a SWITCH() function to output a different date, based on the {Next Steps} selection and the date captured as the {Last modified time} of that field. It might look something like this:
SWITCH(
   {Next Steps},
   'Send follow-up email', DATEADD({Last modified time}, 3, 'days'),
   'Make follow-up call', DATEADD({Last modified time}, 5, 'days'),
   'In-store appointment', DATEADD({Last modified time}, 1, 'week')
)
B
Justin_Barrett
Kamille_Parks11
B
  • Brit_Miller
  • Author
  • New Participant
  • May 20, 2020

This could be possible with native Airtable fields, but only if the {Next Steps} field is set once at the creation of the record, and does not change after that; or else if you are ok with the {Due Date} field updating any time the {Next Steps} field is changed.

If that is the case here, then here’s how I think you could accomplish this:

  • Create a “Last modified time” field type, and select the “Specific fields” option, set to watch only the {Next Steps} field:

  • That will capture the date when the {Next Steps} field is set or changed
  • Now you can create a formula field for {Date Due} that uses a SWITCH() function to output a different date, based on the {Next Steps} selection and the date captured as the {Last modified time} of that field. It might look something like this:
SWITCH(
   {Next Steps},
   'Send follow-up email', DATEADD({Last modified time}, 3, 'days'),
   'Make follow-up call', DATEADD({Last modified time}, 5, 'days'),
   'In-store appointment', DATEADD({Last modified time}, 1, 'week')
)

This worked BEAUTIFULLY! Thank you!!!

J
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