Record the number of days based on another coloumn

Aazir Akram

I have a drop-down list with a list of statuses. Is there a way to use a formula or something to record the number of days a record was in a particular status?

Any help is appreciated.

Thanks!

Andrée Starå

Hi @Adam Smith

Yes, you can use the newly released feature, Record a date.

More info.

https://help.smartsheet.com/articles/2481986-set-the-current-date-with-record-a-date-action

Would 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 help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Aazir Akram

Hi @Andrée Starå,

Thank you for your reply.

The problem with using that feature would be that the dates can be overwritten. Let me elaborate on my scenario.

I have a sheet for client onboarding. A client goes through a set of status before they are live. While progressing a client can decide to put the process on hold. A client can go on-hold more than once as well. I just want to get the total number of days a client has been on-hold so that I can reduce the on-hold time from total time taken to onboard.

Hope I make sense.

Thanks!

Andrée Starå

@Adam Smith

Happy to help!

Would it work if we added something like Hold 1, Hold 2, Hold 3, or something similar to the dropdown list?

Aazir Akram

Hi @Andrée Starå,

Sorry, I don't think that I follow. How would that help?

The current list I have is as follows.

• Acc. Setup
• Intro Call
• Internal Testing
• Testing Call
• Onhold
• Live
• Review Call
• Onboarding Completed

Just to reiterate I need the no of days a record has been in the On-hold status in a separate column.

Thanks!

Andrée Starå

@Adam Smith

We would use multiple so-called helper columns to measure the time from Hold 1, Hold 2, and so on.

Make sense?

Aazir Akram

Hi @Andrée Starå,

Understood. Can you please elaborate on how I can set this up?

Many Thanks!

Aazir Akram

Hi @Andrée Starå,

I managed to figure it out with the use of helper columns + record date workflows. To get the duration to record two instances where a status changed to on-hold, I had to create 10 columns.

En1, En1 Date, Ex1, Ex1 Date, 1st duration, En2, En2 Date, Ex2, Ex2 Date, 2nd duration.

Basically, set up formulas to set a value if the condition was true, then used workflow to record the date and NETDAYS to get the durations.

Anyway, it works 😁...

Is this how you would have done it?

Thank you for your assistance.

Adam