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Is it possible to create grid view that shows a past "state" of a Kanban view record?

  • June 23, 2021
  • 3 replies
  • 14 views

Basic sales funnel. Opportunity moves from closed-lost back to an open state. Can I create a grid view that shows the different states of the opportunity? Thanks, community!

3 replies

Kamille_Parks11
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Not directly, you’d have to have a field that stores what/when the status of each record has changed to. You could do that manually, or use an Automation to prepend this field with the current “status” field’s value every time it changes.


  • Author
  • New Participant
  • 1 reply
  • June 25, 2021

Thank you, Kamille. Any examples online that you could point me to for this? Appreciate you!


Kamille_Parks11
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Thank you, Kamille. Any examples online that you could point me to for this? Appreciate you!