Skip to main content

Hi all,

I've been running into an issue with an automation that I just can't seem to figure out; basically, I have one table which contains a date column (Reachout Tracking), along with a linked field to another table which contains contacts to whom I'm sending an email (Contact List).

I'm trying to set up an automation where when I update the Date Sent column, it automatically updates another date column called Date of Last Reachout in the linked table:

 

I know that something in the automation chain here is messed up, but here's the chain I have so far. It doesn't give me errors when testing but it also doesn't achieve the desired results:

Any tips for how to successfully link and have this column update automatically would be HUGELY appreciated.

Thanks!

Patrick

 

Looks like your Update Record action might be setup wrong.  Given that it's in a repeating group, you need to use the current item like so:



---
I think you could achieve the same result with a rollup field in Contact List with the formula `MAX(values)` to get the latest date though?


Thanks so much! That did the trick.

I need to keep the Date of Last Outreach field editable though, but thanks for the rollup suggestion as well.


Reply