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Hey all,


I have a CRM base with a few tables for tracking leads, opportunities and those warm introductions to people I usually get.


I have created a table with default options to choose from:


And on my Leads table for instance, I would like to set when the next follow up should be, by choosing from this list. Based on the time I do it (now), Id like to output a date to follow up, which I can then use to schedule a formula running my follow up tasks in another table. In case I change it from 3 days to 7 days for instance, output date should update.


How to achieve that?

Thanks in advance!

I suggest doing the following:



  1. Simplify your entries by removing the emojis (they wouldn’t be usable in a formula as numbers anyway)

  2. Enter the appropriate number of days for each record into a new field (“Offset” would be an appropriate field name)

  3. In the table, add a rollup field that uses the SUM(values) aggregation function to bring in the value of the {Offset} field based on the linked follow-up delay.


From there you could create a formula field to use DATEADD() to add the offset value to an existing date, or build the formula directly into the rollup field; e.g.


IF(values, DATEADD({Source Date}, SUM(values), "days"))

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