I want to make a formula or automation to do the following task:
When a single or multiple select field has a status “Revisit”
I need to automatically have a Date 2 for the specific record with the status “Revisit” , 30 calendar days after Date 1.
The issue I face when trying to create a formula field is that the secondary date applies to all records, which I don’t want. Just for “Revisit” .
I am not too sure if I can create conditional logic automation to perform this action. This is what I have attempted to no avail.
When a record is updated with the status “Revisit”
If Date 1 is not empty
Update Date 2 +30 Days
This is the structure to the logic:
Single or Multiple Select Field
Date 1 (European)
Date 2 (Formula or Automation dependent on )