archerrsa-archer-grc

Archer GRC: Calculate current date when values list changes


I need assistance with a calculation that will set a date field (Respondent Status Date Change) to the current date each time values list (Respondent Status) has a change in value:

Status values list and Date field

IF(
VALUEOF([Respondent Status],"Pending Assignment"),VALUEOF([Respondent Status],"Work in Progress"),VALUEOF([Respondent Status],"Escalated to ERD"),VALUEOF([Respondent Status],"Questions to Risk Group"),VALUEOF([Respondent Status],"Optimization Opportunity"),VALUEOF([Respondent Status],"Completed"),VALUEOF([Respondent Status],"No Selection")))
NOW(),

Solution

  • I would suggest that you use DDEs to implement what you want. You will not have to wait for a save or an apply.

    So basically,

    RULE:

    Respondent Status

    "CHANGED TO"

    Pending Assignment OR Work in Progress OR Escalated to ERD OR Questions to Risk Group OR Optimization Opportunity OR Completed OR No Selection

    ACTION:

    Set [Respondent Status Date Change] to Current Date

    But if a calculation is absolutely essential:

    Create a copy of the field 'Respondent Status' say 'Previous Respondent Status'. 'Previous Respondent Status' field will be calculated and the formula for this field will be:

    [Respondent Status]

    Now, in the calculation order, place this field below the 'Respondent Status Date Change' field.

    The calculation in the 'Respondent Status Date Change' would be:

     IF([Respondent Status]<>[Previous Respondent Status], NOW(),
        IF([Respondent Status]=[Previous Respondent Status], [Respondent Status Date Change]))