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UPDATING A DATE OF PAYMENT AUTOMATICALLY WHEN THE PAY DATE IS REACHED

Topic Labels: Automations
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Joel-Bar_Na
4 - Data Explorer
4 - Data Explorer

I want to have my date of payment updated automatically to the next month whenever it is reached but I am having some issues with having it to work. I already have a trigger that executes emails once the date of payment is a week to or has been reached.

2 Replies 2

You could try creating a formula field with DATEADD() and add one month to the "Date of Payment" value.  You could then use that field's value in your 'Update Record' action and paste it into the "Date of Payment" field, does that make sense?

Not really, could you elaborate please