Forum Discussion
Ok - no pipelines experience yet. Here's an idea I'm trying.
New field - Formula Date - and then color code report based on whether that's changed in the past 7 days.
My not-quite-working new formula:
If(Changed([Present Status Brief Detail])>= Today-Days(7), "")
Error Detail:
On "Changed" function - "The number of arguments supplie ddo not meet the requirements of the function Case. The function is defined to be If (Boolean condition1, result1, ..., else-result
Bonus Wishes:
It would be really awesome if I can actually tie this to a specific weekday -- if that field has been updated since last Wednesday. This way, when we're writing our quick team notes, we can skim whole reports of statuses, and the recently-updated statuses will stand out.
Thank you, Mark!
- MarkShnier__You3 months ago
Qrew Legend
There is no function called "Changed", so you can't just invent a function which don't exists. Can you you telll me if you are using Legacy Style forms or New style forms and also if all edits will be on forms as opposed to users using Grid Edit. There may be a simple way to trap the date a certain field was changed if you happen to be using Legacy Forms..
- ChristineK3 months agoQrew Cadet
Thanks, Mark! I used Google to try to find that hah - that's the whole "experimental" disclaimer of AI, I guess! 🤣
I'm using mostly new style forms, though I have a few handful legacy forms left. Last I knew (this may have updated), by default, tables will include one legacy template that can't be deleted.
I coudl make a legacy form for the purposes of this trap though -- the activity I'm doing is very specific to our team huddles, and the new field I created "Present status breif detail" was created specifically for this purpose, so it could absolutely live alone on its own Legacy-style form. Typically, my staff are grid-editing the detail each week though, not using a form. In my mind, I'd love to find a way to essentially have it highlight any records that had a status update, for ease of viewing the team-wide updates.
- MarkShnier__You3 months ago
Qrew Legend
Yes. If you respect your staff to editing on a form and you force them to use a legacy form then there is a form rule on legacy forms that says when the record is saved, and when this field changes then do something.
but if you are going to allow grid edit, then you need to plunge into the pool and do your first pipeline