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Sep 17, 2024 05:09 PM - edited Sep 17, 2024 06:31 PM
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
Solved! Go to Solution.
Sep 17, 2024 06:56 PM
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?
Sep 17, 2024 06:56 PM
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?
Sep 17, 2024 10:06 PM
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.