Nov 16, 2022 03:43 AM
I have a single base to use as my CRM. A tab for Leads and one for Opportunities. They each have their own statuses.
Lead status has 8 steps.
Opportunity status has 6 steps.
What I am trying to achieve
What i Have so far
Following this airtable article, I have the automations to output when a status has been modified and outputs into a column for each step.
When attempting to create a formula, I get an error. (no ,its not the emojis, I tried without, same error). But this formula would only count from step one step to the other, and not from any to a specific step.
Thanks in advance :upside_down_face:
Nov 16, 2022 04:13 AM
Hm, may I know what issues you faced when attempting to use a
Number element in your Interface?
It feels well suited to this
If the sequence doesn’t matter, one way you could accomplish this would be to create two
Date fields called “Date at Status 1” and “Date at Status 4” or some such, and a
Last modified time field that watched the
You’d then create an automation that would trigger on record update, and would watch the
This automation would have two conditional actions:
Statusvalue is 1, and its action would be to paste the date value in
Last modified timeinto the
Date at Status 1field
Statusvalue is 4, and its action would be to paste the date value in
Last modified timeinto the
Date at Status 4field
You would now have the information of when the record was at Status 1 and when it was at Status 2, and you could then use a
DATETIME_DIFF() to get the number of days
The suggestion above should broadly work for this as well, just need to change out some of the conditonals, fields etc
Nov 16, 2022 05:27 AM
As for the first point, the Number in the interface designer allows me to show the total amount of records, and there are some filtering options. How would I get it to only show me the records that are relevant in that month?
I.e I may have 300 records, but only 22 this month. Id like to show 22, not 300.
If I understood correctly, your second suggestion for getting DATETIME_DIFF() is in line with the article I was following. My question is:
Do I have to create an automation from 1 to 4, 2 to 4, 3 to 4, 4 to 4 (and later from 1 to 16, 2 to 16…) or is there a simpler way to consider if status (1,2,3) then 4 timestamp?
Nov 16, 2022 11:25 PM
Hmm, how do you determine what records are relevant in that month? If it’s by, say, whether the record was created in that month, you could create a
Created time field and make it filter based off of that? Assuming 22 records were created so far in the current month, the number element would then show 22
Ah, it’s possible that the
Status field never gets set at 1 I take it? If so, I think I’d change up the conditionals in the automation where condition 1 is “If
Status is 4” and condition 2 is “If
Status is not 4”, with the same underlying logic