I want to make a formula or automation to do the following task:
Step 1
When a single or multiple select field has a status “Revisit”
Step 2
I need to automatically have a Date 2 for the specific record with the status “Revisit”
, 30 calendar days after
Date 1.
Note 1
The issue I face when trying to create a formula field is that the secondary date applies to all records, which I don’t want. Just for “Revisit” .
Note 2
I am not too sure if I can create conditional logic automation to perform this action. This is what I have attempted to no avail.
Trigger
When a record is updated with the status “Revisit”
Conditional Action
If Date 1 is not empty
Update Date 2 +30 Days
Any Suggestions?
This is the structure to the logic:
Address (Main)
Single or Multiple Select Field
Date 1 (European)
Date 2 (Formula or Automation dependent on
)