Amy,
I would suggest target it this way.
Step A is when a Master Record is Created
Step B is to Search the Status Table
Step C is inside the loop from the Search
This will let you add statuses or change the duration for any status with out changing your Pipeline
{{ a.start_date.replace(day=1) + time.delta(months='b.duration') }}
HI Don…I am trying to understand the formula you shared. It actually got me to thinking about some of the action items and actual durations possible. Technically, the budget line is the starting point. When a budget line with ‘budget type’ = 1 or 5 (action item therefore an update is needed), then the ‘Master Timeline’ record is created. When that Master Timeline record is created, then the Timeline Status records get created.
However, 4 updates over a one year period are not always needed as a budget item might be completed in less than one year. Or, maybe more are needed if completion date is more than one year.
I can create a duration field, but how does that value work in your formula? If the duration is 6 months, then 2 updates (one at 3 months and one at 6 months) are needed. If the duration is 5 months, then 2 updates are needed (one at 3 months and one at the end). If the duration is over 12 months, I would like to have additional updates created. Users can create additional updates using the ‘add’ button, but creating them via a pipeline avoids human error of one or more updates being missed.
For duration, I could create a formula field that looks at the # of month between start and completion and then divide that by 4. That would be the # of update records needed.
Any additional help you can throw my way is greatly appreciated.
Amy,
Great question. If I understand your business requirements, which is a BIG if, your Time Line Status records are evenly spaced in 3 month intervals from the Start Date until the end.
So if you had some that went 61 months, you need to create 21 records. The first 20 are three months apart and the last one would be one month after #20.
Am I right?
Yes you are. I did get a field created stating how many updates are needed based on the Start and Completion Dates. Now I need to know to convert that into a formula so if 4 updates are needed, 4 status records are created, if 1 update is needed, only 1 update is created....with the last update due on (or 1 day after) the Completion Date.
