I have an automation that utilizes a script to update records. I needed to update the code and did so easily but now a message is showing that says “update this automation” with an update button next to it. Nothing happens when i click it. Am i mi...
I have a base that is used for our CRM/tracking manufacturing orders. We have fields for Stage and Next Follow-up date. I need to be able to set the follow-up date differently depending on what the stage is set to. Here’s the basic info. One other...
Zach, actually I was able to work with Justin (the community leader who commented above) and pay him to do exactly what we needed. You should be able to contact him and get it done. He was great to work with and very affordable.
Justin,
I tried to create a new field with this formula in it but it returns and error.
Just to let you know the Trigger Field is “Stage” and the field to be update is the “Next Follow-Up Date”
Justin,
Thank you so much. Another question when will this formula “fire”? We’d like it to run when the record is created and anytime the stage is changed. Is that possible?
