Hi, I am having trouble figuring out an automation.
I have a field for a project end-date, and I use an automation to enter a fiscal quarter based on a date table (and another automation to update that quarter if the date changes).
When the project is cancelled or put on hold, I need to remove that date. When I do that, the fiscal quarter field remains as the last entered. Is there a way to have that revert to blank?
Thanks!
How is a project put on hold? If there is a button or something that runs an automation that clears the {Project End-Date} field also clear the {Fiscal Quarter} field.
If there isn't an existing automation that you can leverage, you can create a new automation based on the trigger when the record meets the conditions that the {Project End-Date} is empty and the {Fiscal Quarter} is not empty. Have the automation update the {Fiscal Quarter} to a blank value.
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