CRM: Updating column date when status changes

[Mariano_Rey]

Hi everyone!

I’m trying to update a column with a date when the status of any deal within my CRM changes (for example, if the status changes from “Engaged” to “Meeting Scheduled”, I want the column “Schedule Date” to update with the date when the change happened).

I’ve been trying with the following formula:

IF(thisRow.Status=[AnyValueWithinStatus] ,thisRow.Status.Modified(),"")

The thing is, when I change the status for that same record (for example, I move the deal from Meeting Scheduled to Won), the “Schedule Date” goes away and a date record is created in the “Won date” column.

For more context, here’s a screenshot:

The end result would be: each row for each column will have the date where the status change happened.

Thank you!

[Mariano_Rey]

Solved this with the automations feature, gonna share it if someone finds value out of it:

Step 1

Create a new automation that triggers when a value in a row changes

Step 2

Within the IF, write the following formula:

thisRow.[Step 1 Result].Status=[YourValue]

Step 3

Within the THEN, write the following formula:

ModifyRows(thisRow.[Step 1 Result], [YourTable].[YourColumn], Today())

This does exactly what I wanted, it updates the date column every time the status changes and doesn’t erase the date if the deal status changes again.

Hope it helps!