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May 19, 2020 04:01 PM
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!
Solved! Go to Solution.
May 19, 2020 04:29 PM
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:
{Next Steps}
field:
{Next Steps}
field is set or changed{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')
)
May 19, 2020 04:29 PM
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:
{Next Steps}
field:
{Next Steps}
field is set or changed{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')
)
May 19, 2020 07:24 PM
This worked BEAUTIFULLY! Thank you!!!