Record a date when a status changes from closed to open

M Johnson

I have a tracker where I am tracking dates when tasks are closed, but I'm running into an issue where some items are being "reopened" for additional follow-up. What I want to do is know WHEN that happens (so I can track trends or culprits LOL). Is there a way to record a date when this happens? My record a date workflow is working perfectly when someone marks an item closed.

Example, an item closed on 04/01 was "reopened" - someone came in and flipped the status FROM closed TO "open with Jane". I want to know when this event happens and I'm struggling to find a way to do it. I tried conditional formatting and realized my logic didn't make sense because there is no option for "was previously" or something similar.

Many thanks.

James Keuning

When someone flips the status from Closed to Open, the Closed date is still filled out. Create a helper column that checks to see if there is a Closed date and the Status is Open. If those two conditions are met, write today's date to a Reopened field. You can also use that opportunity to clear the Closed date.

edit: perhaps, even easier, change your current condition to see if Closed Date "is not blank." I realize now that you might not have a Closed Date. Create a Closed Date and automate it to fill out when someone checks the Closed box.

M Johnson

I do have the automation for recording a date when marked closed! Thank you for the suggestion for closed AND open status! I am trying this one now.

Edit - I tried this and it worked beautifully. Thank you so much!

James Keuning

When someone flips the status from Closed to Open, the Closed date is still filled out. Create a helper column that checks to see if there is a Closed date and the Status is Open. If those two conditions are met, write today's date to a Reopened field. You can also use that opportunity to clear the Closed date.

edit: perhaps, even easier, change your current condition to see if Closed Date "is not blank." I realize now that you might not have a Closed Date. Create a Closed Date and automate it to fill out when someone checks the Closed box.

M Johnson

I do have the automation for recording a date when marked closed! Thank you for the suggestion for closed AND open status! I am trying this one now.

Edit - I tried this and it worked beautifully. Thank you so much!