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SOLVED

Setting the status of the Customer visits

stj1120
8 - Asteroid

Hi all,

 

I'm working on one workflow where I need to set the status of the customer Visit to the hospital in this year for all the months. 

 

In this workflow, If A customer visists in Jan then the status will be the 'New' and if  he visits again in Mar then status will be 'Repeat'. If A customer directly visists hospital in Mar then the status for Jan and Feb months are 'Null'. If customer A not visists in April then also the status becomes 'Null'. 

 

I have tried to get the most of the status part in Multi Row formula but, got stuck with only one part where one customer visists in Jan and then again visits in Mar then the status for the Mar month is showing as 'New' where it should be 'Repeat'.

 

sreenivasateja_0-1618902716366.png

 

 

Could anyone please look into the workflow and help me with this?

 

Thank you.

 

Best regards,

Teja.

3 REPLIES 3
messi007
15 - Aurora

@stj1120,

 

Please see below:

 

messi007_0-1618903930629.png

Attached the workflow,

 

Hope this helps!

If this solve the need, please mark it as solved. It will help others.

 

Regards,

stj1120
8 - Asteroid

Thanks a lot for your quick solution @messi007 . It worked! 😀

messi007
15 - Aurora

@stj1120,

 

Happy to help 🙂

 

Regards

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