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Hi all

i'm struggling with an automation and i have done my fare share of research before i decided to create this post.

 

i have a table to track multiple account if the bank matches the books. 

 

Here are my fields: Account, Date last matched, Status

 

My goal is that when the date of the last matched is TODAY the status should be UP-TO-DATE

If the date of last matched is YESTERDAY the status should be UP TO YESTERDAY

and so on, see attached screenshot.

I have tried different automations but i couldn't find something that would work.

Here are some of the stuff that i tried. 

 

 

 

 

Hi there!

you should create one automation and one view for each status you want to read and modify. so you can use it on the search module.

Also, a "last modified time" field, that tracks an specific field, the status in this case.

for example: create a view called "Updated today". Filter by that "last modified" field.

then, in the search module of the automation you can use it to filter by view, not by condition.

i think i'm missing some steps right now. it's easier when i'm doing it.

 

i'm a consultant, so let me know if i can give further help. Contact me at garciamarcelo.f@gmail.com

 

Another approach is to use a SWITCH or IF formula that writes your status as a text field


// Modify IF statement to match your updated criteria


IF( IS_SAME({Date Updated}, TODAY(), 'day'), 'Today', IF( IS_SAME({Date Updated}, DATEADD(TODAY(), -1, 'day'), 'day'), 'Yesterday', 'In the Past' ) ) 


 


I then use an automation to copy the status to a single select field.

Thanks @Marcelo12 & @Dan_Montoya for taking the time to reply, i was hoping to avoid adding more fields or views, but i guess there isn't a simpler way to work just with the automations.

 

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