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Date Past Automation

  • March 31, 2023
  • 2 replies
  • 19 views

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Hi,

I am needing help with an automation. I am needing to change the status of our guest to moved out when the lease end date has past except for when it status is canceled. 

2 replies

kuovonne
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  • Brainy
  • March 31, 2023

What is your automation trigger? If your automation trigger is “when record meets conditions” have the conditions be when the {Lease End Date} is before today, and the {EE Status} is not "canceled". Then have an “Update record” action that updates the status of the triggering record. 

if records are created without a lease end date or status (even momentarily for a fraction of a second) you might need to adjust the conditions to take that into account. 


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  • Author
  • New Participant
  • April 3, 2023

Now I am getting invalid inputs