I’m working on automating multiple maintenance tasks in my base, but this one got me stuck … I’ve come to realize I need Zapier and a multi-step Zap (find record, then update record etc.), but I have not been able to figure out how to proceed from there.
See my example base here:
My workflow today:
- When some criterias are met (the PastDueDate?-field is “Yes” and the DeviceUsedBefore-field is empty) the record shows in a view (Projects --> TriggerView).
- I get a Slack notification, open the view and cut the linked record from DevicesUseNow to DeviceUsedBefore.
So, when DueDate is in the past I need the linked record (in the example base; DeviceB) to “move” from the DevicesUseNow-field to the DeviceUsedBefore-field.
And that is pretty much what I want to automate. Seems simple to do manually, but other tasks are dependent on this one being done, so it’s a potential bottleneck for the rest of my workflow.
Anyone out there with some tips on how I solve this?