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Jul 25, 2019 05:59 AM
Hi,
How do I create a column or what is the formula that will automatically add the date based on a single selection in a previous column? For the date, I just need Month / Day / Year, not time.
Example:
Column A single select choices are: New / Pending / Closed.
Column B is the date when I select Column A- NEW,
Column C is the date when I change Column A from NEW to PENDING,
Column D is the date when I changed Column A from NEW or PENDING to CLOSED.
(I do want to be able to see all three dates which is why I’m using Columns B, C and D vs. have the date change in Column B.)
Thanks, Pat Barron
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Jul 25, 2019 06:35 AM
Try something like this… (modify for each column)
IF({Column A} = "NEW", DATETIME_FORMAT(LAST_MODIFIED_TIME({Column A}), 'M/D/YYYY')
The only problem I found with this is if you have fields that were changed prior to the LAST_MODIFIED_TIME()
function becoming available, the above will return #ERROR!
as it doesn’t have a time to pass to DATETIME_FORMAT()
. You can eliminate the DATETIME_FORMAT()
section of the formula to get rid of the #ERROR!
s, but you’ll see the time in the field as well as the date, and you said you didn’t want that.
Also… after re-reading your post, I don’t think you’ll be able to track when you change a field from one specific value to another. The formula above will only display a date if the value in the field is currently “NEW”; it doesn’t know what it was prior to the change.
Hope this helps!
EDIT: I was able to get rid of the #ERROR!
s with the following formula:
IF({Column A} = "NEW", IF(ISERROR(DATETIME_FORMAT(LAST_MODIFIED_TIME({Column A}), 'M/D/YYYY')), BLANK(), DATETIME_FORMAT(LAST_MODIFIED_TIME({Column A}), 'M/D/YYYY')))
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Jul 25, 2019 08:18 AM
Thank you very much for the help!
Is there a way for column B(NEW) to keep the date when I later change column A to PENDING or CLOSED?
example:
New client enrolls I select NEW:
Column A is now single select NEW, Column B is today’s date (7/25/19)
next week I select PENDING:
Column A is now single select PENDING Column B stays 7/25/19, Column C becomes 8/1/19 etc.
Thanks for your help. What you’ve done is already helpful.
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Jul 26, 2019 01:20 PM
That’s where you’re going to hit a wall, I’m afraid. Formula fields can’t have their values “frozen” when a certain state is reached. One option is to tie into either Zapier or Integromat. Trigger a zap/scenario when that state changes, and have the zap/scenario record the current date into the relevant date field.
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Jul 26, 2019 02:24 PM
Thanks for the feedback. It’s a good suggestion to try Thank you. Thanks, Pat.
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