I have an automation that creates new records in table B when a record is created in table A. For those records, I want to have as a due date Today() + 3 days. How can you do that within the automation without creating a new field in table A (workaround)?
Hi Maria. Is what you are asking the same as if the due date was the “date of the record creation” + 3 days? The records I’m speaking of are the new records in table B. If so, you could just create a formula field (the due date) in table B with the formula being
DATEADD(CREATED_TIME(), 3, 'days')
Does that work for you?
You either need a a new field in the table or a a script that calculates the date. You cannot use formula directly in an automation.
DATEADD(TODAY(), 3, 'days')
Hi Maria. Is what you are asking the same as if the due date was the “date of the record creation” + 3 days? The records I’m speaking of are the new records in table B. If so, you could just create a formula field (the due date) in table B with the formula being
DATEADD(CREATED_TIME(), 3, 'days')
Does that work for you?
I do not want to populate Table A with extra fields only relevant to the automation.
You either need a a new field in the table or a a script that calculates the date. You cannot use formula directly in an automation.
DATEADD(TODAY(), 3, 'days')
Could you help on with the script syntaxis?
I do not want to populate Table A with extra fields only relevant to the automation.
I wasn’t suggesting a field in table A. Only that the due date field in table B be a formula field that uses the creation date of the record as the date to which 3 days will be added. Do you not want a due date field?
I wasn’t suggesting a field in table A. Only that the due date field in table B be a formula field that uses the creation date of the record as the date to which 3 days will be added. Do you not want a due date field?
Hi @augmented yes, this is a project that has different stages so I’m creating each stage with a different due date based on the creation date.
Hi @augmented yes, this is a project that has different stages so I’m creating each stage with a different due date based on the creation date.
@Maria_Alvarez So, is it correct to say that 1) you need a due date field in table B and 2) the due date is 3 days after the creation date? If so, see my original answer. Nothing needs be done in an automation.
If I have misunderstood, please clarify for me if you can. Thanks. Good luck!
@Maria_Alvarez So, is it correct to say that 1) you need a due date field in table B and 2) the due date is 3 days after the creation date? If so, see my original answer. Nothing needs be done in an automation.
If I have misunderstood, please clarify for me if you can. Thanks. Good luck!
Hi @augmented I need a due date in table B, but depending on the task type it will be one value or another. So I can use one formula for all, I will need to “ideally” do it during the automation.
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