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Jun 07, 2019 11:06 AM
I have a table of people who could potentially be used as presenters. When a new record is added to the table (usually via a form), I want the field “Status” to update to “Potential”. As a completely separate step, when an event is connected to that person’s record I want the Status to update to “Active”. Any advice? I’ve used zapier for a few things in Airtable, but haven’t been able to figure this out. Thanks in advance.
Jun 07, 2019 11:44 AM
Hi @KVC - it sounds like “Potential” is the default status. If so, I would do something like this:
Then your status field is:
IF(Event, 'Active', 'Potential')
So status shows as “potential” for all records, but if an event is linked, then it changes to “active”.
Is this what you are after?
JB
Jun 07, 2019 11:49 AM
Hi @JonathanBowen. Thanks! Yes, but sometimes a third status comes into play that is updated manually…so not sure how that fits in?
Jun 07, 2019 11:50 AM
What is the 3rd status and what triggers it? Or more specifically what real-world circumstances mean the 3rd status is used?
Jun 07, 2019 11:52 AM
@JonathanBowen the third status is “Inactive” and I manually change Potential or Active to Inactive if after speaking we someone we determine they are not currently a good fit for what we are looking for.
Jun 07, 2019 12:05 PM
OK, what about this:
Add a checkbox (or could equally be a “notes”/text field) to “reject” the presenter, then the status formula is:
IF(
AND({Event}, {Rejected}),
'Error!',
IF(
{Event},
'Active',
IF(
NOT({Rejected}),
'Potential',
'Inactive'
)
)
)
So this captures the 4 possible combinations:
Any good?
JB
Jun 07, 2019 12:07 PM
Oh, hang on, you can have an event and rejected, yes?
Jun 07, 2019 12:12 PM
So that would need this for the status formula:
IF(
{Rejected},
'Inactive',
IF(
{Event},
'Active',
'Potential'
)
)
Jun 07, 2019 12:13 PM
Yes, this works, thank you so much! My only other wish list item would be if we could color code the words like a single select :winking_face:
Jun 07, 2019 12:15 PM
Haha - can’t help with that one I’m afraid :slightly_smiling_face: