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We need an automation to tag a customer that is returning their purchase with 14 days.


We want to add the tag “to refund” upon these conditions;

They cancelled the order within 14 days of “activation date”


We have the following fields



  • “delivered date”

  • “cancellation date”


how do i make an automation to calculate the amount of days between those two fields and if the value is 1 through 14, add a tag to “line features”?


thanks for your help

You can do this without an automation using a simple formula field.


IF(
AND(
{activation date},
{cancellation date},
DATETIME_DIFF({cancellation date}, {activation date}, 'days') < 15
),
'to refund',
'-'
)

If you do want to use an automation, set your trigger to be “when Formula contains ‘to refund’”


You can do this without an automation using a simple formula field.


IF(
AND(
{activation date},
{cancellation date},
DATETIME_DIFF({cancellation date}, {activation date}, 'days') < 15
),
'to refund',
'-'
)

If you do want to use an automation, set your trigger to be “when Formula contains ‘to refund’”


no such trigger option.


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