Hi all, so my situation is I’ve got a bunch of automations in place for "if consult booked field is empty AND info session booked field is not empty, change the status field to “Info session booked no consult” and the like based on customer actions.
But on the free plan I’m limited with the number of times it can be run per month so trying to find a way to make the status field a formula instead.
I got this working for if both fields are empty so thought I was on the right track, but can’t work out how to change it for the info session booked field is not empty.
Any help would be much appreciated.
IF(
AND(
{Info Session Booked (session date)} = “”,
OR(
{Consult Booking Date} = “”
)
),
“Info Session Booked - No Consult Yet”
)
