We are looking to track the calendar dates between a status change on an object. So for example we are monitoring when a property is either empty or filled, but we need to know which dates the property was empty (Date status = X, then date status changed to Y) This cycle will happen multple times on the same property so it would need to be a solution that worked for multiple instances. Is there a way to do this with process builder by creating a child object that could capture the start and end dates?
The issues with field history is that the reporting capabilites are limited as well as a short shelf life 18 months unless you get the add on.
1 respuesta
@Samantha, You can use process builder to creat object record that will store the Stage name along with start and end date. You will need to create a date/time field on the object whose stage you want to track, this field will be storing the start date of an stage (let say the name of the field is Stage Changed On, define default value for this field as NOW() ). Now, in the process builder, define the criteria as formula
ISCHANGED([<Object Name>].StageName)
This will execute the process builder, if the stage on the object in changed. Next, there will be two action on the TRUE branch of criteria:1. Insert the stage details in the stage history object you have created. There can be three fields -
a) Stage Name -
PRIORVALUE([<Object Name>].StageName)
b) Start Date - This will get value from the Stage Changed Onfield using formula as
[<Object Name>].StageChangedOn
c) End Date - Today's date, the formula would be
NOW()
2. Now, the second action will be updating the
Stage Changed Onto current's date. The formula would be
NOW()
This should do the trick. Please let me know if this helps.
Thanks,
Subhendu
