I followed this support article almost exactly in an attempt to repeat yearly deadlines (grant applications), but for some reason, everything automatically copies over except for the new date. I used the formula DATEADD(Date, 365, ‘day’) to create a column that adds a year to each date (which does work), then tried to input that as the date when my automation creates a new record (triggered by it entering a “past events” view, containing any event with a date before today, so that when a day passes it gets added to next year’s calendar). But alas, the date just won’t copy over.
Does anyone have any suggestions? Thank you! ❤️
The support article I followed:
JK I FIGURED IT OUT
Just in case anyone else has this problem, idk why, but when I changed my trigger to “when a record matches conditions” and set the conditions to “when the Date is today” instead of going into a view, it solved the problem and automatically copies all the info to next year’s calendar :slightly_smiling_face:
One question on this.. How would you approach the year after next? For example, My trigger is a checkbox which makes the record enter the view to trigger the automation & create record.. but how would I then tell it to do it the year after next? Or I guess is there a way rather than having to go click the checkbox again next year 🙂