Re: I need to know if a createad card is late or in schedule

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4 - Data Explorer
4 - Data Explorer

Hello, I have one table with my clients informations, and another that my team must upload the situation of their meeting with thes clients ( each week they create a new card with informations).
I want to know if there is a way to meassure the difference in days that a card is created for the same customer.

1 Reply 1

Kinda. If your Customers table is set up like this
Screen Shot 2022-06-24 at 11.35.07 PM

Screen Shot 2022-06-24 at 11.37.27 PM
Screen Shot 2022-06-24 at 11.37.45 PM
Screen Shot 2022-06-24 at 11.38.11 PM
(this field will allow you to correctly process brand new customers, for whom there won’t be a “previous” date to check against. later calculations will result in a time difference of 0 days since there will just be one date compared to itself)

Set your other table up like this:
Screen Shot 2022-06-24 at 11.36.52 PM

Screen Shot 2022-06-24 at 11.39.07 PM
Screen Shot 2022-06-24 at 11.39.07 PM
Screen Shot 2022-06-24 at 11.39.46 PM

Then you could have an Automation that triggers when records in your Log table matches the conditions: the Previous Date is blank and the Comparison Date is not empty. Your automation would have a
Update Record step that copies the Comparison Date into the Previous Date, and from there your Time Diff field will do the calculation for you.

This is a flawed solution. You’ll need to make sure the date field is filled in properly. If you need to revise that date you’ll need to clear out the Previous Date field to get the Automation to re-run.

The solution also requires that records be added sequentially. Bulk adding records, and trying to bulk fix existing records, will not work. but since you are adding log records once per customer each week, this may not be an issue.