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Re: Updating A Dropdown Based On Multiple Factors

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Admin_Departme1
5 - Automation Enthusiast
5 - Automation Enthusiast

Doing some work for an ATM Placement Company.

When a client signs on, we have a set # of ATMs that we promise to place for them after they set up their bank account.

Currently we are looking for a way to update a dropdown status based on a few factors (possibly a formula).

We are currently tracking # of days since "Bank Account Opened" and are looking to automate a Green, Yellow, Red Status based on these factors....

If we have not placed an atm within Days 60-90, they are a red status

if we have not placed an atm within Days 30-60, they are a yellow status

If we have placed at least 1 atm between Days 0-90, they are a green status

In one of the columns we have a formula to see if an ATM is placed or not. 1 means not placed, 0 means at least 1 atm has been placed. (Photo Below)

Admin_Departme1_0-1680045834453.png

We also have a column with a formula tracking # of Days since bank account was opened

Admin_Departme1_1-1680045886068.png

And we are looking to auto populate statuses in this column

Admin_Departme1_2-1680045922330.png


Looking for any support possible, and please let me know if there is more information needed to do this (and if its even possible)

Thanks everyone,=.




1 Solution

Accepted Solutions
Kenneth_Raghuna
7 - App Architect
7 - App Architect

These are pretty straightforward automations (not formulas).

In the automations tab, create a new automation for each one.

Trigger: When a record matches conditions

Configuration:

  • Select your table.
  • Conditions For Red/Yellow...
    • When "1:Not Placed 0:Placed" = 1 AND When "Days Since..." >= (60 for red, 30 for yellow
  • Conditions for Green:
    • When "1:Not Placed 0:Placed" = 0

Action: Update Record

  • Select your table
  • Record ID: Click "+" > Use Data From "When A Record Matches Conditions" : Airtable Record ID
  • Fields: Scouting Status
    • Select relevant single-select

 

See Solution in Thread

2 Replies 2
Kenneth_Raghuna
7 - App Architect
7 - App Architect

These are pretty straightforward automations (not formulas).

In the automations tab, create a new automation for each one.

Trigger: When a record matches conditions

Configuration:

  • Select your table.
  • Conditions For Red/Yellow...
    • When "1:Not Placed 0:Placed" = 1 AND When "Days Since..." >= (60 for red, 30 for yellow
  • Conditions for Green:
    • When "1:Not Placed 0:Placed" = 0

Action: Update Record

  • Select your table
  • Record ID: Click "+" > Use Data From "When A Record Matches Conditions" : Airtable Record ID
  • Fields: Scouting Status
    • Select relevant single-select

 

Admin_Departme1
5 - Automation Enthusiast
5 - Automation Enthusiast

Thank you so much Kenneth.  Worked like a charm.