Skip to main content
Question

Track Changes with Formula Field?

  • May 2, 2017
  • 0 replies
  • 101 views
I have a formula field (let's call it "Status") that looks at several fields and if a certain combination of conditions exist, the result is "High", if another set of conditions exist the result is "Medium" and everything else is "Low." I would like to be able to track when that status changes from one state to another, because when something changes to "High," people need to know because they have certain things they need to do with these records within 30 days. 

I created a new text field called "Status Change Log" and set it to log the edits of changes to the "Status" field using a dynamic form rule. I was pretty excited about all this, but when I made some changes to the underlying conditions, nothing was being recording in the "Status Change Log."

If I'm understanding correctly from QB support, it looks like changes in my formula "Status" field aren't detected as changes by the dynamic form rules.

Anybody have any idea for a way around this? It's not that I just want to know when the conditions for "High" are present, because they will be present for some records already. I'm interested in knowing what records are now "High" that weren't before.
      This topic has been closed for replies.

      • EricJHansen
      • Registered
      • May 2, 2017
      Are any of these conditions time or duration related? Meaning, can it be Medium today and then turn High tomorrow because of a date or duration stipulation? If they are, you will probably require some sort of script. However, If the conditions become present while a user edits a record, then it should be able to be captured via form rule. 
      Forum|alt.badge.img+3
      Another option, if you need to capture edits done via import/grid edit/api, is to setup a QB Action or Webhook that monitors for the fields that make up the formula field and write the status to a log table, for example.
      Terms & ConditionsAccessibility statement