Thanks in advance for the help! I want to find a way to use an automation to clear out a pre-filled field when a record matches conditions. For example:
We have a check column to see if a task has been completed. We also have a collaborator column to see whom the task is assigned to. I want to create an automation to just clear the collaborator column when the task was completed without deleting the entire record (for archiving purposes). Any way to do this? Thank you!
Create an automation using the “When record matches conditions” trigger, setting it to trigger when that checkbox field is checked. For the action, use “Update record.” Add the collaborator field as the field to update, and leave the field contents blank.