Record a date that a status changes from specific status to status

jmo

Hi team - I have a Status column with the following options that are manually changed by the user:

1. Waiting for 3PRM review of aggregated IRQ
2. Aggregate IRQ to be Refreshed by Designated 3PRM
3. DD ID Kicked Off
4. DD In FS Review
5. DDQ Sent to TP
6. DDQ Received by TP
7. DDA Complete by FS
8. DDA in QM Review
9. DDA QM Complete
10. Change in DD Kick Off Month
11. Out of Scope
12. Scheduled

Is there a way to record a date when the status changes from EITHER 10. Change in DD Kick Off Month OR 12. Schedule TO 1. Waiting for 3PRM review of aggregated IRQ?

I have a date column also called 1. Waiting for 3PRM review of aggregated IRQ where I want the date recorded. I only want to record the date if it changes from either of those 2 statuses (10 or 12).

Thanks,

Jeff

Andrée Starå

@jmo

Try something like this.

We need to use two Workflows and add a so-called helper column.

• Add a checkbox column called, for example, 10 or 12 (H)
• Then add the following workflows.

Make sense?

Did that work/help?

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Andrée Starå

Hi @jmo

I hope you're well and safe!

Yes, it's possible. I'll get back to the post later.

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 support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå

@jmo

Try something like this.

We need to use two Workflows and add a so-called helper column.

• Add a checkbox column called, for example, 10 or 12 (H)
• Then add the following workflows.

Make sense?

Did that work/help?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

jmo

I think that'll work @AndreeP !

Thanks for your help.

Andrée Starå

@jmo

Excellent!

Happy to help!