I have a field that shows the date a proposal is sent to a potential client, and I have another field that shows what action needs to be taken as a single select. The idea is that the actionable will show “in progress” in green after the proposal is sent, but once two weeks go by past the date the proposal is sent, I want it to change to “call client”, essentially triggering a follow up action if we haven’t got a signed contract yet. Is there a way to do this?
I set up a trigger: when record matches conditions (14 days past date and actionable is in progress)
And then when I try to set up the action to update record I can’t seem to select the trigger - it wants me to pick a specific record. But I want this to happen for any record that is past due
Any ideas? Is this a custom script thing? for now I am using the free version. I have an automation set up to send weekly emails of records that need a follow up so aside from it changing the drop down I don’t need anything else to happen.
Going through an automation to achieve this functionality is overcomplicating things. A more convoluted system means greater chance of failure. Not to mention the number of your monthly automation runs is capped, even on an enterprise plan.
Without redoing your whole base design, you could add a formula field to track the single-select one, then alert you if two weeks have passed without a signed contract: