How to track date of each change in activity Status?

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Posted on by Steven SC

I know...a crazy idea. I have a business need where a "program" is Active and tracked in CRM. The Program becomes "inactive" when failing to meet certain conditions. However, the Program can become Active again after meeting certain requirements. Yes, I can "reactivate" the Program. However, I need to run reports based on the status for that given year. Example: Program was Active in 2017, Inactive in 2018, but Active again in 2019. If I run a report today for 2018...the report needs to be a snapshot of 2018 reflecting the "inactive" status from 2018.

Hopefully that makes sense. A program can switch between being Active and Inactive multiple times during it's life.

Can I create an Entity based on Active/Inactive, rather than using OOB Deactivate function? However I resolve, it needs to be a supported method.

Any ideas are welcome! Thanks in advance!

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David Jennaway 14,065 on at

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As a record could change state an indefinite number of times, I'd create a child entity that has a record for each status change. You can create a workflow rule to create the child record each time the status changes. For ease of reporting, on the child entity I'd store 2 date fields; one for the start of that status, and one for the end. To populate the start, I'd use a custom date field on the 'program' entity to store the last time the status changed, and write that to the child entity when it is created

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