When my customer account becomes “cancelled”, we want to set the “cancellation date” automatically, how can I acheive this?
Hi Steve, you could use an automation to do this, and I’ve set it up here for you to check out
Today's date formula field is included as it’s the only way (as far as I know) to use today’s date in an automation
The automation triggers when a record’s status is set to “Canceled”, and pastes the value from
Today's Date into
The issue with this approach is that it will output a “date” based on the previous value in the “status” field.
The current status is “active” so it will set the date for when “active” was set, then it will update the date when changed to “cancel”.
I am trying to set a date only when status is cancelled
Nah, the automation only runs when the record’s
Status field is “Cancelled”, so what you’re describing won’t happen
THANK YOU SO MUCH
This was PERFECT!
The way you provided a sample was just so super nice of you, you made my day…