Feb 09, 2023 01:44 PM
Good day all!
Currently we schedule training that has been nicely integrated with GCal. Recently, we decided to track rescheduled training for better communication and reporting.
I've added a "RESCHEDULED" check box to be marked when a training has been rescheduled. My idea is to have another table, that "holds" all the rescheduling. I'd like it to hold:
Now how can my automation ensure it copies and pastes the Start Date and Time prior to changing that field to the new Start Date and Time without overwriting the old Start Date and Time?
I want to avoid the process from overwriting the data it's intended on tracking LOL.
Ideas?
Feb 09, 2023 07:15 PM
I'm assuming every calendar update results in a single record in a table, and you've got another table where each record represents a meeting and is linked to the various update records?
If so, perhaps you could just use a rollup field with the `MAX(values)` check on the created time, which would give you the training date and time of the latest update (which should be the latest reschedule), and create another field that shows all the date and time values of the records that aren't from the latest update record. If you had >2 update records per meeting it might get weird though
Feb 10, 2023 06:42 AM
Hmmm. This is a fun puzzle.
What if, instead of having an automation trigger that happens after the meeting has been rescheduled, the automation triggers the start of the workflow? The reschedule button creates a record in the rescheduled table that copies the existing start/end field and links it to the training that is going to be rescheduled and then, once the new training dates have been entered, there’s another automation (maybe a checkbox? If you’re doing this via a form, maybe a form submit?) that finds and updates the record that was just created.
Huge possibility that I haven’t had enough coffee and none of this makes sense ☕️☕️☕️ if that’s the case let me know and I’ll clarify…..
Feb 13, 2023 10:57 AM
Yeah, this one is weird. No forms in the workflow. We typically have everything all nicely scheduled in a table. Then we'll from time to time, need to re-schedule. So I added a checkmark/thumbs up, for the person to check on. Right now it doesn't signal anything immediately, it's just there for alerts and to track r/s events. However, I don't want to lose the "old" start time/date and end time/date either, so that was the idea of a separate table from the Training Table.
Feb 13, 2023 11:51 AM
A (slightly more refined and maybe more coherent because more coffee?) possibility:
You have a checkbox that someone clicks when they need to reschedule the training. When they click that checkbox, 3 things happen:
You've got a record of the current training in the same table as before and a record of the previously scheduled one safely tucked away elsewhere. Bonus: you can see how many times a training as been rescheduled.