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Question

Change a status when a date is reached

  • October 15, 2021
  • 0 replies
  • 37 views

HI,

I'm looking for some advice on how to update a field when a date is reached.

More specifically, we have a Campaigns table that includes a field for Campaign Status and Campaign End Date.

Campaign Status = Planned, Running, Paused, or Completed
Campaign End Date = [MM/DD/YYYY]

When the Campaign End Date is reached, I would like for the Campaign Status to change to Completed.

Is there a good tutorial on this if I wanted to create a Pipeline or maybe other suggestions?

Thanks,

Matt

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Mathew Crist
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This topic has been closed for replies.

MarkShnierYou
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I would keep it simple and just use a formula. 


I would have a status update field which can be updated manually and then a formula field, called [Status]

IF(Today() > [Campaign End Date], "Completed", [Status Update])

 



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Mark Shnier (YQC)
mark.shnier@gmail.com
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