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Apr 29, 2023 12:11 AM
Hey all!
Currently, I have a client database with start date {start} and finish date {finish} fields.
Once I have added a finish date, I then manually update the {status} field from 'In Progress' to 'Done' - it is a single-select field).
However, I'd like to automate the above process, meaning I'd like to automate the following:
If {finish} is not empty (meaning a date has been selected and the project has been completed), change the {Status} field from 'In Progress' to 'Done'
I've attempted to do this but the automation comes back as an error.
I look forward to hearing any ideas!
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Apr 29, 2023 12:59 AM
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Apr 29, 2023 12:59 AM
What's the error? This should be relatively easy...
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Apr 29, 2023 05:30 AM
Awesome, that worked!
I believe I was using 'When record updated' - which was causing the issue.
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May 01, 2023 08:21 AM
One other option would be to change your {Status} field to a formula.
IF({finish date},'Done','In Progress')
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May 01, 2023 09:28 AM - edited May 01, 2023 09:28 AM
It depends a bit on your workflow, but that could be an option indeed. 👍🏼