Dropdown Date Automation
Hi
I am trying to automate a date being added when a dropdown value is changed, each value would have its own column for dates, I also want to be able to backdate this as I can see where previous columns have been changed, For example if a column changes from Dead to In Discussion to Live, I want all those dates noted down automatically when the values were changed.
Answers
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I hope you're well and safe!
You can use the Record a date action in a workflow and then record it in separate columns.
Another option.
Please look at my post below, which contains a method I developed.
More info:
Would 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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What happens if the dropdown is changed twice? So it goes from Dead to live back to dead what date does it prioritise?
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Also would you be able to set up a formula using the following fields as I can work it out by myself
Site Status (Dashboard) - this contains the dropdowns for dead, in discussion, HOT's Signed, HOT's Being negotiated, Exchanged, Completed, Live.
I also have a column for all of these different dropdowns as well, I'm trying to keep everything in one sheet if possible, see columns below.
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This last image is exactly how you could do this!
Ensure each of those Status columns are set as Date type of columns. Then you can set up a workflow to record a date in the correct column based on what the status was set to:
Here's more information:
Work with the Record a date action
Condition blocks: Filter what your automated workflows send
Cheers,
Genevieve
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