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Change a Status field to Active in a table if the Inception Date filled is equal to the Inception Date

Scott Carpenter
  • Updated

Hi Team,

I want to automatically update the drop down Status Field in my table to Active once the Inception date field is equal to the date in the inception date field. Can you please let m eknow if this is doable if yes can you please confirm how?

Thanks!
Bhawana Pandey

 

Bhawana Pandey shared this idea · Aug 23, 2021

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3 comments

Date Votes
  • Leeana Ramos
    Caroline Stuhr commented  ·  

    Hi there!

    Thanks for reaching out, and I hope you had a nice weekend!

    You are able to do this with an app script, however it sounds like you'd be better off changing the status field to a 'Calculated Text' field with a formula instead (ie if xxx dates are equal, then set to "Active"). Feel free to email Support with additional details (table names, field names, etc.) if you need any further assistance with this.

    Best,

    Caroline

    0
  • Leeana Ramos
    Bhawana Pandey commented  ·   

    coalesce({Override Status Field}, [If{Inception Date="today", "Active"]) will this work.

    0
  • Leeana Ramos

    Your Status Field will want to be the Calculated Text field instead of a Drop-Down field. Coalesce() is primarily used as a number function that will see if a field contains a value, else it'll be the next value set. 

    For this use case, a Calculated Text field will allow for a more complex formula that accomplishes everything at once:

    if(or(not(isblank({Override Status Field})),{Inception Date}=today()),"Active",null())

    If the Inception Date is being manually updated by the end user, then an app script will be the best method to set the Drop-Down field value based off of that update. 

    0

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