Tracking Historical Status Changes
Hi! I want to be able to track status' for orders, arrivals, updates of orders as they change. This is how I have things set up right now:
I didn't only want to have the input on the rig...
Forum Discussion
Hi Annie,
One way people track historical data to make import/export and reporting on status changes even easier is to create a child table to track those status changes. Then you can create a Pipeline that is set up for every time a Status changes create a record in the new Status Changes Tracking child table to reflect that change (you can even set it up to capture other data as well if you need). This way you have a separate table of status changes that you can report on and track to figure out things like how often your status is updated to problematic in a time frame across all projects etc. You can even then put a report link to that child table on your current table so you can see them all.
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Evan Martinez
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One way people track historical data to make import/export and reporting on status changes even easier is to create a child table to track those status changes. Then you can create a Pipeline that is set up for every time a Status changes create a record in the new Status Changes Tracking child table to reflect that change (you can even set it up to capture other data as well if you need). This way you have a separate table of status changes that you can report on and track to figure out things like how often your status is updated to problematic in a time frame across all projects etc. You can even then put a report link to that child table on your current table so you can see them all.
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Evan Martinez
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