Record the number of times tasks are sent for review and need rework

Bazza

Hi

I have an automated flow with a status and want to record the # of times an operator changes a task to "for review" (which automatically notifies the review) and it goes back to "to do" because the reviewer doesn't accept the task as submitted.

I looked at an IF function to write YES or NO to a hidden column so we can record that but can't find an (If function for status changes from THIS to THAT, write NO, YES) anywhere. Is there an easier way to do this so that we can collect this info and display it in a dashboard to measure FIRST TIME acceptance of work submitted for review?

All the best

Barry

Andrée Starå

Hi Barry,

The third-party service, Zapier is an excellent option for this scenario. Is that an option for you?

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Bazza

Hi Andree,

Thanks for the reply.

Yes, that is an option. We use Zapier extensively but I haven't set up SS yet in there. I'll go in and have a look around, but ideally, I'd like a workaround within SS. I can add another column if needed, or another status? Any ideas if this could work?

 

All the best

 

Barry

Andrée Starå

Happy to help!

I'll get back to the post if I think of some other way to set it up.

Let me know if I can help in any way!