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I have a table of people who could potentially be used as presenters. When a new record is added to the table (usually via a form), I want the field “Status” to update to “Potential”. As a completely separate step, when an event is connected to that person’s record I want the Status to update to “Active”. Any advice? I’ve used zapier for a few things in Airtable, but haven’t been able to figure this out. Thanks in advance.

Hi @KVC - it sounds like “Potential” is the default status. If so, I would do something like this:



Then your status field is:


IF(Event, 'Active', 'Potential')


So status shows as “potential” for all records, but if an event is linked, then it changes to “active”.


Is this what you are after?


JB

Hi @JonathanBowen. Thanks! Yes, but sometimes a third status comes into play that is updated manually…so not sure how that fits in?

Hi @JonathanBowen. Thanks! Yes, but sometimes a third status comes into play that is updated manually…so not sure how that fits in?


What is the 3rd status and what triggers it? Or more specifically what real-world circumstances mean the 3rd status is used?

@JonathanBowen the third status is “Inactive” and I manually change Potential or Active to Inactive if after speaking we someone we determine they are not currently a good fit for what we are looking for.

OK, what about this:



Add a checkbox (or could equally be a “notes”/text field) to “reject” the presenter, then the status formula is:


IF(

  AND({Event}, {Rejected}),

  'Error!',

  IF(

    {Event},

    'Active',

    IF(

      NOT({Rejected}),

      'Potential',

      'Inactive'

    )

  )

)

So this captures the 4 possible combinations:



  • Event and rejected (presumably this shouldn’t happen, hence “error”)

  • Event and not rejected - active

  • No event and not rejected - potential

  • No event and rejected - inactive


Any good?


JB

OK, what about this:



Add a checkbox (or could equally be a “notes”/text field) to “reject” the presenter, then the status formula is:


IF(

  AND({Event}, {Rejected}),

  'Error!',

  IF(

    {Event},

    'Active',

    IF(

      NOT({Rejected}),

      'Potential',

      'Inactive'

    )

  )

)

So this captures the 4 possible combinations:



  • Event and rejected (presumably this shouldn’t happen, hence “error”)

  • Event and not rejected - active

  • No event and not rejected - potential

  • No event and rejected - inactive


Any good?


JB


Oh, hang on, you can have an event and rejected, yes?

So that would need this for the status formula:


IF(

  {Rejected},

  'Inactive',

  IF(

    {Event},

    'Active',

    'Potential'

  )

)

So that would need this for the status formula:


IF(

  {Rejected},

  'Inactive',

  IF(

    {Event},

    'Active',

    'Potential'

  )

)

Yes, this works, thank you so much! My only other wish list item would be if we could color code the words like a single select :winking_face:

Yes, this works, thank you so much! My only other wish list item would be if we could color code the words like a single select :winking_face:


Haha - can’t help with that one I’m afraid 🙂

If you have a pro account, you could color code the record based on the formula value.

If you have a pro account, you could color code the record based on the formula value.


I do have a pro account. Could you provide an example? Thanks!


In the example above, I have a table that is color coded based on a calculated field’s value.


In the example above, I have a table that is color coded based on a calculated field’s value.


Oh, yes, I know how to do that. I was hoping to get the words in the field to be color coded like they in a single select. Thanks for showing me this!

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