Formula to enter date once a task is complete or criteria is met

KD_HUM

Within our task list, we are trying to avoid additional work but having the date entered (in 'DATE COMPLETED' column) automatically once another field is either 'Complete' or 'N/A' ( Complete & N/A are 2 options from a dropdown list in another column. Thank you!

Andrée Starå

Hi @KD_HUM

I hope you're well and safe!

You can use a workflow combined with the record a date action to make that work.

Did that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi @KD_HUM

I hope you're well and safe!

You can use a workflow combined with the record a date action to make that work.

Did that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

KD_HUM

Great, thank you!

Andrée Starå

@KD_HUM

Happy to help!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Erin Burley

This helped so much! I was having the same issue. I keep forgetting about workflows and only think in formulas.

Andrée Starå

Hi @Erin Burley

I hope you're well and safe!

Excellent!

I'm glad to hear it was helpful!

Have a fantastic week & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!