Issue with mail automation : mail recipient roundu...

[Mike_Gendel]

I wish to automate the changing of a record status on a particular date. I know this should be simple, but I’m missing something. For example, I have vacancy records, each of which show a status (eg OPEN, CLOSED). On a set date I want the status to change, from OPEN to CLOSED. Kindly assist me with the steps to be included. Thanks.

[Greg_F]

Hi @Mike_Gendel ,

I would solve it this way:

• Create a filtered view with filter conditions:
  Status is OPEN
  “Set date” is on or after today

• Create automation “When a record enters the view” → take action “Update record” to CLOSED

Let me know if this helps!