+ Start a Discussion
Laura GilLaura Gil 

How to set date when a case is in a specific status?

Hi all,
as we need a list view or a report showing cases in a specific status, say 'Waiting for feedback', how can we set a field with a date in order to track when a case goes to status 'Waiting for feedback' for the first time (since the creation of a case).
Would you use process builder for it or is there a possibility with a formula field?
Craig PhoenixCraig Phoenix
I would use a Workflow where effectively when the Status is changed it sends the NOW() formula to the date field so it updates with that exact date/time when the Status was changed.

Then with that field if you want to track ongoing changes you can enable field history tracking on the field to see each time the date/time is changed.
ANUTEJANUTEJ (Salesforce Developers) 
Hi Laura,

>> https://help.ambition.com/hc/en-us/articles/360004885972-Can-I-track-Salesforce-Status-Stage-Changes-

In the above article there is a step by step implementation this similar use case but on opportunity object you need to change it to case object, below are the steps to the same for quick reference:

​​​Create Custom Date Field

You will first need to create a custom Field on the relevant Object that will store the date at which the Field changed from A to B.

1. From within Salesforce click Setup > Customize and then the Object you will be working with.
2. Click Fields > scroll to the Custom Fields section > click New.
3. For Data Type select "Date/Time" and then name it something explicit like "LeadStatusContactedDate".
4. Save the new Field and then based on preference ensure that it is either hidden or visible within the Object's user-facing page layout.

Establish Workflow Rule to Populate Date Field

Next, you will create a Workflow Rule that will populate the above field with the date at which the Field changed from A to B.

1. From within Salesforce click Setup > Create > Workflow & Approvals > Workflow Rules
2. Click New Rule > select the relevant Object.
3. Name this rule something explicit like "Set LeadStatusContactedDate Rule".
4. Set Evaluation Criteria to "Created, and Any Time It's Edited to Subsequently Meet Criteria".
5. Set Rule Criteria to reflect the state at which your Object has changed from A to B.
For example, if you are wanting to track when employees transition Opportunities from stage "Contracting" to stage "Commit" then your Rule Criteria would be:
 
Rule Criteria

Field: Opportunity Stage
Operator: Equals
Value: Commit

6. Save this Workflow Rule.
7. Click the newly created Workflow Rule and then in the Workflow Actions section click Edit.
8. Click Add Workflow Action and then click New Field Update.
9. Name this action something explicit like "Set LeadStatusContactedDate Action".
10. Set Field to Update to the new field that you created above.
Under Date Options select "Use a Formula to Set the New Value".
11. Set Formula to "NOW()"
12. Save this Workflow Action.
13. You can now create metrics within Ambition based around Field changes, within the Metric Builder form set the Date Field to your newly created field and you should be good to go!

Let me know if it helps you and close your query by marking it as solved so that it can help others in the future.  

Thanks.