Historical Date Change Tracking

Question

I am trying to set up a date field that has changed logged within the form, similar to text fields. Is this possible in Quickbase, maybe using a formula? We are tracking target completion dates. These sometime change, but we want to track how often the target has moved and we want that visible in the form (hence not wanting to use pipelines to achieve this and tracked in a separate report). Any suggestions/solutions?

The current field is Date/Time, which does not allow logging.

markshnier__you · Accepted Answer

There are many ways to do this but let me start with the most simple one.

Make a new field called [Target Completion Date Changes] which would be a text field and enable logging.

Make a form rule that says when the record is saved and the date has changed

Action :

Change the value of the field [Target Completion Date Changes] to the value of the field [Target Completion Date]

An alternative method is to use a pipeline that triggers when the date changes and to add a record to a child table. You would create a field on that table called user who changed and this would be a user type field and you would populate that with the [Last Modified by] field of the changed record.

markshnier__you · Answer

OK, I see your point.&nbsp; I don't think that the form rules on New Styles Forms allows a trigger when a particular field is changes. It seems that feature is only available on Legacy forms forms.So I guess you would need to write a pipeline to trigger when a particular field changes.&nbsp;

donlarson · Answer

Elizabeth,I strongly recommend that you go with Mark's solution.&nbsp; The child table for collecting date changes is extremely powerful.&nbsp; &nbsp;If you add an additional field for Notes on the Date Entry, you gain insight on the change.&nbsp; &nbsp;Furthermore you know the Date of the "Date"&nbsp; and who entered it.Your child records look something like thisEstimated Date&nbsp; &nbsp;Note&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Record Owner&nbsp; &nbsp; &nbsp; Date Created23 May 2027&nbsp; &nbsp; &nbsp;We broke the prototype&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Jim Fox&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;21 May 2024&nbsp;The running history of these will tell you a tremendous amount.&nbsp; &nbsp;&nbsp;&nbsp;

elizabethschlag · Answer

Hi Mark! Thanks for the solutions above. How do I write this rule in the new rule builder? I am able to do it when the record is saved, but how do I trigger it to be when the field has changed?

This is the current set up:

markshnier__you · Answer

What happens when you select the other radio button on when to trigger?&nbsp;

elizabethschlag · Answer

When I choose 'Changes a Field Value', it doesn't trigger unless I uncheck the box 'run change actions when a condition changes from false to true'. When I do that, it runs every time, thus adding a date record after each save, regardless of if the Target Completion Date was actually changed.

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Historical Date Change Tracking

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