Upcoming database upgrades. to improve our reliability at 03:30 UTC on Feb. 25 / 7:30pm PT on Feb. 24. Some users may briefly experience slow load times or error messages. Learn more here

Can't quite get this automation to work

Topic Labels: Automations
110 1
Showing results for 
Search instead for 
Did you mean: 

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.

1 Reply 1

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!