Jan 10, 2023 03:38 PM
Hello there,
I am trying to automatically delete records after 1 week. As I am in free plan, I can't run scripts (currently I don't want to upgrade). I set up a field which tags every opportunity with a delete text. Can someone tell me how to solve that with the Search Step in Make (formerly Integromat). The following delete step is not the problem, I guess. Somehow, I just don't find the right formula.
Thanks in advance!
Solved! Go to Solution.
Jan 10, 2023 04:14 PM
Hi @bahamamama
Consider following solution:
1. Create a field "Created date" using the prebuilt created time filed type
2. Create a view that contains records older than 1 week. Example below
3. Lock the view as good practice with a note to self why is it locked.
4. Run a daily schedule (or any other frequency that works for you) to check the "Records to delete" view.
5. Add delete records module.
You could also do it with by adding following formula:
Jan 10, 2023 04:14 PM
Hi @bahamamama
Consider following solution:
1. Create a field "Created date" using the prebuilt created time filed type
2. Create a view that contains records older than 1 week. Example below
3. Lock the view as good practice with a note to self why is it locked.
4. Run a daily schedule (or any other frequency that works for you) to check the "Records to delete" view.
5. Add delete records module.
You could also do it with by adding following formula:
Jan 11, 2023 12:38 AM
Thanks @Greg_F - I've done it a bit differently without deleting but just showing the view. I didn't see the forest for the trees.
Nov 01, 2024 08:59 AM
I am also interested in this feature. I also do not know how to do it.