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Date Toggle Automation

  • April 29, 2023
  • 4 replies
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  • New Participant
  • 2 replies

Hey all!

Currently, I have a client database with start date {start} and finish date {finish} fields.

Once I have added a finish date, I then manually update the {status} field from 'In Progress' to 'Done' - it is a single-select field).

However, I'd like to automate the above process, meaning I'd like to automate the following:

If {finish} is not empty (meaning a date has been selected and the project has been completed), change the {Status} field from 'In Progress' to 'Done'

I've attempted to do this but the automation comes back as an error.

I look forward to hearing any ideas!

Best answer by Tuur

What's the error? This should be relatively easy...

4 replies

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  • Inspiring
  • 366 replies
  • Answer
  • April 29, 2023

What's the error? This should be relatively easy...


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  • Author
  • New Participant
  • 2 replies
  • April 29, 2023

What's the error? This should be relatively easy...


Awesome, that worked! 

I believe I was using 'When record updated' - which was causing the issue. 


Hamlin_Krewson2
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One other option would be to change your {Status} field to a formula.

 

IF({finish date},'Done','In Progress')

Forum|alt.badge.img+19
  • Inspiring
  • 366 replies
  • May 1, 2023

It depends a bit on your workflow, but that could be an option indeed. 👍