Forum Discussion

AndreonnaGarret's avatar
AndreonnaGarret
Qrew Assistant Captain
8 years ago

Auto Fill Date Field Based Off of Another Field

Hello,  I would have three fields that I would like to work together, [Status], [Scheduled Date] and [Completion Date]. Essentially I want the [Completion Date] field to auto fill with the same dat...
MCFNeil's avatar
MCFNeil
Qrew Captain
You will need to set a "dynamic form rule" to populate that date, when your status field is changed.  

If you are an Admin on the account and you open up one of the records
>
In the top right you will see "Customize This Form"
>
After opening up those settings, click on the "Dynamic Form Rules" tab
>
Create a new rule with the needed logic
>
Something to the affect of:

Condition
If [Status] is equal to "Complete"

Action:
Change [Completion Date] to the value in the field [Scheduled Date]
AndreonnaGarret's avatar
AndreonnaGarret
Qrew Assistant Captain
8 years ago
I thought for sure this was going to work, however it just enters in todays date instead of the date from the field. 

After conducting further research this may be because of how it is set up. I have on another table a URL button that when pressed, changes the [Status] field to complete. For some reason when this is pressed it enters todays date in the [Completion Date] field. If I manually on the record change the [Status] field to complete it works properly. 

Any thoughts on how to fix this so the URL button will work?