Record the number of days based on another coloumn
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!
Answers
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Hi @Adam Smith
Yes, you can use the newly released feature, Record a date.
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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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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!
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Happy to help!
Would it work if we added something like Hold 1, Hold 2, Hold 3, or something similar to the dropdown list?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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!
-
We would use multiple so-called helper columns to measure the time from Hold 1, Hold 2, and so on.
Make sense?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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
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