Skip to main content

I want to know when an approved campaign goes back in to revisions so that I can review it again. I have multiple other reasons to want to know when a campaign status changes and what the previous status was; e.g., trigger subtasks for team members, notify leadership etc.

I use the following statuses: planning, assigned, in progress, completed, approved, scheduled and launched.
and two nonsequential values (revisions, missing inputs) that can be used at any point in the process.

What I currently set up:
The status field is a single-select
An automation that captures every change in campaign status and populates another table
That status tracker table is linked to the campaigns table
The status tracker table has a 'status field' last modified date field

What I want is a way to compare the previous status field to the current status field so I can trigger actions based off of the new status. What I cannot figure out is how to connect the most previous status to the current status. 

Any help would be appreciated!

Hmm, I'm assuming your status logging table is set up something like this:



And this is how you'd like for it to work:

If so, try setting up your automation like this:

The "Find Record" action attempts to look for a status log linked to the triggering task that has an empty "End Status" field (i.e. a record we need to put an "End Status" value in)

The conditionals are:
1. If a record is found linked to this task that has an empty "End Status", and the current status value is "Done", update the "End Status" field
2. If a record is found linked to this task that has an empty "End Status", and the current status value is not "Done", update the "End Status" field and create a new record in "Status Logging" with the current status value as the "Start Status"
3. If no record is found, create a new record in "Status Logging" with the current status value as the "Start Status"

Link to base


Reply