I wish to automate the changing of a record status on a particular date. I know this should be simple, but I’m missing something. For example, I have vacancy records, each of which show a status (eg OPEN, CLOSED). On a set date I want the status to change, from OPEN to CLOSED. Kindly assist me with the steps to be included. Thanks.
Can't quite get this automation to work
+6
+18Hi @Mike_Gendel ,
I would solve it this way:
-
Create a filtered view with filter conditions:
Status is OPEN
“Set date” is on or after today -
Create automation “When a record enters the view” → take action “Update record” to CLOSED
Let me know if this helps!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.