Help

Automation - Find Record based on a date field, who takes a dynamic value

Topic Labels: Automations
271 0
cancel
Showing results for 
Search instead for 
Did you mean: 
Karl_at_Easy_La
6 - Interface Innovator
6 - Interface Innovator

I would like to use automation, to look for a matching bank statement, related to a payout. In english terms, the automation would be something like this:

  • When Payout with Payout Date is at least 14 days ago
  • Then, Find Record in Bank Transactions where Date is after Payout.Payout Date

For number fields or text fields, there is the little gear icon on the right which allows you to set dynamic variables. It seems this is not available for dates.

See screenshot below. Am i missing something? Why would this not be available for dates?

 

 

 

 

Karl_at_Easy_La_0-1691570561458.png

 

0 Replies 0