Forum Discussion

MathewCrist's avatar
MathewCrist
Qrew Member
3 years ago

Change a status when a date is reached

HI,

I'm looking for some advice on how to update a field when a date is reached.

More specifically, we have a Campaigns table that includes a field for Campaign Status and Campaign End Date.

Campaign Status = Planned, Running, Paused, or Completed
Campaign End Date = [MM/DD/YYYY]

When the Campaign End Date is reached, I would like for the Campaign Status to change to Completed.

Is there a good tutorial on this if I wanted to create a Pipeline or maybe other suggestions?

Thanks,

Matt

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Mathew Crist
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2 Replies

  • I would keep it simple and just use a formula. 


    I would have a status update field which can be updated manually and then a formula field, called [Status]

    IF(Today() > [Campaign End Date], "Completed", [Status Update])

     



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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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    • MathewCrist's avatar
      MathewCrist
      Qrew Member
      Hi Mark, I was able to get this to work. There would be a few benefits to making it a little more complex, and not creating a separate formula field, but I think this is good enough for now. 

      Thanks!

      Matt

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      Mathew Crist
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