Jan 06, 2023 05:54 AM
Helle everyone!
I am trying to make a table where I'll have an overview of different kind of meetings.
Let's take meeting A as an example. This meeting happens every 14 days. When the meeting has happened (the date is yesterday) I would like a new Record to be made automatically with the updated Date (14 days later).
The reason that I would like a new Record to be made is that each Record will have a document attached with a resume from the meeting.
I've tried different approaches but yet to hit the mark. Can someone help me make this happen?
Thanks a lot!
Solved! Go to Solution.
Jan 06, 2023 11:45 PM
Hmm, I would:
1. Create a number field that contains the number of days between meetings. With reference to your example, it'd be "14"
2. Create a formula field that would check whether the meeting's date was today
3. Create a formula field that adds the days from step 1 to the meeting's date
4. Create an automation that would trigger off of the formula field from step 2, and its action would be to create a new record with the meeting date being the date from step 3
Jan 06, 2023 11:45 PM
Hmm, I would:
1. Create a number field that contains the number of days between meetings. With reference to your example, it'd be "14"
2. Create a formula field that would check whether the meeting's date was today
3. Create a formula field that adds the days from step 1 to the meeting's date
4. Create an automation that would trigger off of the formula field from step 2, and its action would be to create a new record with the meeting date being the date from step 3