Circular reference options

Discovered I can't use a formula in the same column I want to populate data back into. How can I use a helper column and where do I place the formula.
Tried this formula but get circular reference
=IF(OR(ISBLANK([Original Due Date]@row), [Original Due Date]@row = ""), [Due Date]@row, [Original Due Date]@row)

I can't have a formula in the Due Date column because PM's will be updating the date on a regular basis. What are my options to make this happen
When the formula is first applied:

  1. If Original Due Date is blank/empty → copies Due Date
    • If Original Due Date has a value → keeps existing value
  2. After initial copy:
    • Original Due Date will retain its first copied value
    • Subsequent changes to Due Date won't affect Original Due Date




Answers

  • Michelle Choate 2
    Michelle Choate 2 ✭✭✭✭✭✭
    edited 12/19/24

    So a column formula will always update whenever the conditions are met. So if you have Original Due Date, and Due Date and are using your IF formula to add this to your Original Client Due Date column, the Original Due Date and Due Date updates will change that date in the column.

    There may be a way around this with automations using the "Record a Date" function. If you record a date into 2 new columns (Original Due Date Entry Date & Due Date Entry Date), you can use these as part of your IF statement. So 2 new automations - one that records a date when Original Due Date is entered, and one that records a date when Due Date is entered. Have the conditions being that they only record if the column is blank, so that way they will not overwrite when new information is placed.

    Then use these columns to write your IF formula?

    Michelle Choate

    michelle.choate@outlook.com

    Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate

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