I have an automation that creates new records in table B when a record is created in table A. For those records, I want to have as a due date Today() + 3 days. How can you do that within the automation without creating a new field in table A (workaround)?
Hi Maria. Is what you are asking the same as if the due date was the “date of the record creation” + 3 days? The records I’m speaking of are the new records in table B. If so, you could just create a formula field (the due date) in table B with the formula being
I wasn’t suggesting a field in table A. Only that the due date field in table B be a formula field that uses the creation date of the record as the date to which 3 days will be added. Do you not want a due date field?
@Maria_Alvarez So, is it correct to say that 1) you need a due date field in table B and 2) the due date is 3 days after the creation date? If so, see my original answer. Nothing needs be done in an automation.
If I have misunderstood, please clarify for me if you can. Thanks. Good luck!