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Re: Date Toggle Automation

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Harrry
5 - Automation Enthusiast
5 - Automation Enthusiast

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!

1 Solution

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Tuur
10 - Mercury
10 - Mercury

What's the error? This should be relatively easy...

ExampleExample

See Solution in Thread

4 Replies 4
Tuur
10 - Mercury
10 - Mercury

What's the error? This should be relatively easy...

ExampleExample

Harrry
5 - Automation Enthusiast
5 - Automation Enthusiast

Awesome, that worked! 

I believe I was using 'When record updated' - which was causing the issue. 

Hamlin_Krewson2
5 - Automation Enthusiast
5 - Automation Enthusiast

One other option would be to change your {Status} field to a formula.

 

IF({finish date},'Done','In Progress')
Tuur
10 - Mercury
10 - Mercury

It depends a bit on your workflow, but that could be an option indeed. 👍🏼