An update:
I looked at creating an Automation using the following sequence:
- Trigger Type - When record matches conditions
- Configuration
Table - Table A
Conditions
When [field] Date [operator] Contains [DATE PICKER]
Why can’t a Trigger use the Field Date set in the Record to create an Action? It seems like an oversight not to have Equals as an Operator.
Each new Record in Table A will have a different date in the future so I cannot set an automation for each future date as that will change.
Once the each Record reaches its set Date the Record is Removed from Table A and creates a Record in Table B.
Any ideas?
An update:
I looked at creating an Automation using the following sequence:
- Trigger Type - When record matches conditions
- Configuration
Table - Table A
Conditions
When [field] Date [operator] Contains [DATE PICKER]
Why can’t a Trigger use the Field Date set in the Record to create an Action? It seems like an oversight not to have Equals as an Operator.
Each new Record in Table A will have a different date in the future so I cannot set an automation for each future date as that will change.
Once the each Record reaches its set Date the Record is Removed from Table A and creates a Record in Table B.
Any ideas?
@Team1 - you are on the right lines. I’m guessing each record has an expiration date, so what I would do is create a view that contains the records that have expired (filter: expired date < TODAY, for e.g.). Then your automation can be:
“when record enters view (expired records), create the record in table B”
A more general point - you might consider if copying the record to another table is the right thing to do. In some cases it is, but in a lot of cases you don’t want to separate records of the same type. The alternative would be to have some status field on the record, e.g. status = active or status = expired, and use Airtable views to show or hide records that you don’t need to see.