How do I make a look up and make a snap shot?
I have a est end date field that I want to be able to save the original thing entered in the field but allow the original est end date field to be changed. How do I do this? and I do not know how to m...
Forum Discussion
Hi Nate,
Is this estimated end date already a look up field coming down from another table or is it that all on one table you would like to have the Estimated End date in a field and if it is changed you want it written into another field on that same table? If so you could create a Historical End Date field that is meant to capture the original Est End Date and set up an Automation so that when the record is first created the Est End Date is also copied over into the Historical End Date. This way the est end date field can change over and over but the original value first added will stay recorded. It largely depends on how you want to capture the information, as if it is just the very first original end date you want to capture or all the changes, etc.
Is this estimated end date already a look up field coming down from another table or is it that all on one table you would like to have the Estimated End date in a field and if it is changed you want it written into another field on that same table? If so you could create a Historical End Date field that is meant to capture the original Est End Date and set up an Automation so that when the record is first created the Est End Date is also copied over into the Historical End Date. This way the est end date field can change over and over but the original value first added will stay recorded. It largely depends on how you want to capture the information, as if it is just the very first original end date you want to capture or all the changes, etc.