I want to create an automation that will do the following:
When a status is updated to "client reviewing quote," the date in the "quote sent date" column for that record will fill automatically with today's date (in other words, I can't put in "3/20" because I want it to be contemporaneous with the date the status is changed, not stay stuck on one date).
I have searched around and tried a bunch of things but cannot seem to figure out how to do this simple automation.
Anyone know how to help me?
Solved! Go to Solution.
1. Creating a new "Last modified time" field that watches the "Status" field
2. Creating an automation that will trigger when record meets conditions, specifically, when "Status" is "Client Reviewing Quote"
3. Its action will be an "Update Record" action that will update the "Quote sent date" with the value of the field from step 1