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Timestamp a Picklist Field Entry and Exit Points on Any Object
Timestamp a Picklist Field Entry and Exit Points on Any Object
Andrew Tzikas avatar
Written by Andrew Tzikas
Updated over a week ago

With this Swantide Workflow, you can Timestamp when a Picklist field was updated to a certain value denoted as its entry point. Further more, when that Picklist Value is changed to a new value it will Timestamp this under the exit point.

This Workflow is great for Reporting Purposes and also keeping a track of your Picklist Fields on their Respective Objects.

For Example, if you wanted to Timestamp when a Lead's LeadSource was changed to Web, then you will select Object > Lead, Field Name > LeadSource > Value > Web

Variable Inputs in Swantide:

How this will look like in Salesforce:

  • In the below Screenshot, we can see the first time the Lead Lead's Source entered Web on 6/26/2023 - this field stays static once its updated. The field is called "Date First Entered Web"

  • In the Field "Date Entered Web" is the when the field Lead Source got updated again to Web.

  • In the Next Screenshot, we see that the Lead's Lead Source no longer equals Web so the Field "Date Exited Web" is updated.

  • Lastly you will notice there is also a Field called "Days in Web" this field calculates the number of days the Lead's Lead Source equaled to Web.

    • If the Exit Timestamp is not filled out then it calculates against Today's Date

    • If the Exit Timestamp is filled, it calculates the Delta between Entered and Exited.


Additional Information:

How to Update your Page Layout to Add in the Fields or Reorder them:

If you need to update your Page Layout for the fields that come with this Workflow, please review the following Help Center Article.

This Workflow comes with the Following Metadata:

  • OBJECTVARIABLE - The name of Object derived from the Picklist Field from your Variable Input

  • varPickField - The name of the Picklist Field from your Variable Input

  • varPickVal - The name of the Picklist Value derived from the Picklist Field of your Variable Input

Metadata Type

Name

Description

Flow

Swantide_OBJECTVARIABLE_

varPickVal_Entry_Exit

The Flow that runs when a Picklist field is updated to a certain value. Timestamps when it was first updated to said value (Entry) and when it was changed from said value (Exit)

Custom Field

Swantide_Enter_varPickVal__c

The Date value of when the Field was updated to the Picklist Value

Custom Field

Swantide_Exit_varPickVal__c

The Date value of when the Field was updated away from the Picklist Value (Exit)

Custom Field

Swantide_IDate_varPickVal__c

The first initial Date Timestamp of when this record was first updated to the Picklist value in scope.

Custom Field

Swantide_Days_in_varPickVal__c

The calculated amount of days when the Picklist Field value was changed to the Picklist Value in scope.

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