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Automate Today's Date With Status Update

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I want to create an automation that will do the following:

When a status is updated to "client reviewing quote," the date in the "quote sent date" column for that record will fill automatically with today's date (in other words, I can't put in "3/20" because I want it to be contemporaneous with the date the status is changed, not stay stuck on one date).

I have searched around and tried a bunch of things but cannot seem to figure out how to do this simple automation. 

Anyone know how to help me?

Thanks!

Best answer by TheTimeSavingCo

natalie_stein wrote:

Hi Adam,

I have done steps 1 and 2, but I am stuck on how to do step 3. I am attaching a screenshot of what I see. How do I get it to use the modified time to update the "quote sent date?"

Thanks,

Natalie

 


In your screenshot, just remove the value "Quote Sent Date" so that only "Last Modified" is in there and I believe that should work

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4 replies

TheTimeSavingCo
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Try:
1. Creating a new "Last modified time" field that watches the "Status" field
2. Creating an automation that will trigger when record meets conditions, specifically, when "Status" is "Client Reviewing Quote"
3. Its action will be an "Update Record" action that will update the "Quote sent date" with the value of the field from step 1

Adam, Consultant @ The Time Saving Co
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  • natalie_stein
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  • March 21, 2023
TheTimeSavingCo wrote:

Try:
1. Creating a new "Last modified time" field that watches the "Status" field
2. Creating an automation that will trigger when record meets conditions, specifically, when "Status" is "Client Reviewing Quote"
3. Its action will be an "Update Record" action that will update the "Quote sent date" with the value of the field from step 1


Hi Adam,

I have done steps 1 and 2, but I am stuck on how to do step 3. I am attaching a screenshot of what I see. How do I get it to use the modified time to update the "quote sent date?"

Thanks,

Natalie

 

TheTimeSavingCo
Forum|alt.badge.img+18
natalie_stein wrote:

Hi Adam,

I have done steps 1 and 2, but I am stuck on how to do step 3. I am attaching a screenshot of what I see. How do I get it to use the modified time to update the "quote sent date?"

Thanks,

Natalie

 


In your screenshot, just remove the value "Quote Sent Date" so that only "Last Modified" is in there and I believe that should work

Adam, Consultant @ The Time Saving Co
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1 person likes this
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    natalie_stein
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  • natalie_stein
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  • 9 replies
  • March 22, 2023

Great, thanks so much!

TheTimeSavingCo
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  • TheTimeSavingCo
    TheTimeSavingCo

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