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Question

I need assistance with setting up a formula field where it captures an audit date when the status changes to “Awaiting Corrections.” The date should be recorded on the day the status changes to “Awaiting Corrections” and should remain unchanged even if the status later changes to “Validate Corrections” or “Completed.”

For example:

If the status changes to “Awaiting Corrections” on 11/08/2024, the audit date should be 11/08/2024.
If the status changes to “Validate Corrections” or “Completed” on 11/09/2024, the audit date should still remain 11/08/2024.
The audit date should only be set based on the initial change to “Awaiting Corrections” and should not update with any subsequent status changes.

Could someone provide guidance on how to achieve this using formula fields?

markshnier__you · Answer

I suggest that if the changes are all done on a form (and not via Grid Edit) that you use a form rule.However if Grid Edit is possible then you will need to use a Pipeline.&nbsp;

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Start Audit Date