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Oct 24, 2022 02:35 PM
We need an automation to tag a customer that is returning their purchase with 14 days.
We want to add the tag “to refund” upon these conditions; They cancelled the order within 14 days of “activation date”
We have the following fields
how do i make an automation to calculate the amount of days between those two fields and if the value is 1 through 14, add a tag to “line features”?
thanks for your help
Oct 24, 2022 03:07 PM
You can do this without an automation using a simple formula field.
IF( AND( {activation date}, {cancellation date}, DATETIME_DIFF({cancellation date}, {activation date}, 'days') < 15 ), 'to refund', '-' )
If you do want to use an automation, set your trigger to be “when Formula contains ‘to refund’”
Oct 24, 2022 03:34 PM
no such trigger option.