Auto update a field when record is added

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

Hi @JonathanBowen. Thanks! Yes, but sometimes a third status comes into play that is updated manually…so not sure how that fits in?

What is the 3rd status and what triggers it? Or more specifically what real-world circumstances mean the 3rd status is used?

@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.

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:

• Event and rejected (presumably this shouldn’t happen, hence “error”)
• Event and not rejected - active
• No event and not rejected - potential
• No event and rejected - inactive

Any good?

JB

IF(
  AND({Event}, {Rejected}),
  'Error!',
  IF(
    {Event},
    'Active',
    IF(
      NOT({Rejected}),
      'Potential',
      'Inactive'
    )
  )
)

Oh, hang on, you can have an event and rejected, yes?

So that would need this for the status formula:

IF(
  {Rejected},
  'Inactive',
  IF(
    {Event},
    'Active',
    'Potential'
  )
)

IF(
  {Rejected},
  'Inactive',
  IF(
    {Event},
    'Active',
    'Potential'
  )
)

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:

Haha - can’t help with that one I’m afraid :slightly_smiling_face:

If you have a pro account, you could color code the record based on the formula value.

I do have a pro account. Could you provide an example? Thanks!

In the example above, I have a table that is color coded based on a calculated field’s value.

Oh, yes, I know how to do that. I was hoping to get the words in the field to be color coded like they in a single select. Thanks for showing me this!