Feb 23, 2022 04:08 PM
I have an EVENTS table with an EVENT Date, I am trying to use automation to create a record in a Related TASK table that uses 1 week before the event Date as the Task Due Date,
I thought perhaps I could use the EVENT Date-7 but that didn’t work. I don’t know what to put in the Task Due Date field in the Create Record automation.
Any help would be appreciated.
Feb 23, 2022 09:16 PM
Automations currently cannot calculate values (unless you use a Scripting action). You need to use a formula field in the table of your triggering record that calculates the due date. Then in the Create Record action, use the value of the formula field.
DATEADD({Event Date}, -7, 'days')
Feb 24, 2022 09:15 AM
Thanks, Kuovonne. I was afraid that was the best solution. Much appreciated.