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
Can you elaborate more on how to create snapshots for the field "recruitment status" and automate the process of recording timestamps? Also, I would like to know if this can be done using formulas.
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Chaitali Damani
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All of what I mentioned in this case would be using basic fields and formulas based on your comment that Pipelines was unavailable. In the case of snapshots - here is the full documentation but in a nutshell:
- In your relationship between tables you create lookup fields of the field you want snapshotted.
- In the child table where the lookup value is, you create a scalar / entry field of the same type and give it some name like ' Recruitment Status - SNP'.
- In the field settings of the new scalar field you would scroll to the bottom and say you want that field value to from a lookup field
What a snapshot does is freeze the value from a lookup field at the time that the relationship is set and you cannot edit/change that value manually. So in this case you would snapshot the status or the current due date as part of your 'update record' so that you can properly track this history and changes of what the state `was` when the update occurred and accordingly what the update changed it to.
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Chayce Duncan
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