Forum Discussion
- EOMDeveleporsQrew CaptainAutomatons were limited to date fields.
- QuickBaseCoachDQrew CaptainCan you explain what you mean by this comment? Automations should be able to update any data entry field type.
- EOMDeveleporsQrew CaptainThe automation trigger does not allow you to trigger based on a date field.
You can read that in the documentation as well. I have a work around for it but it may time out on you anyway since it needs to lookup to many records which will be longer than the 30 second timeout of an automation.
Hope this helps. - QuickBaseCoachDQrew CaptainI tested an automation and it let me select a date field as a trigger. Are you saying that date fields are not offered as trigger field for you?
- Lee_SGilmoreQrew CadetAt this time, I'm using a check box to trigger the automation. When the record is saved with a specific checkbox checked, it then creates a new record with the same Project and Employee. Ideally it would also have a date field populated with the old record's date +7 days. This is where I'm stuck, the date field is blank after the action is run.
- EOMDeveleporsQrew CaptainCreate a date formula:
[your date field]+Days(7)
In your automation set the value of the date field in your new record with the data of the new formula value of your old record. - Lee_SGilmoreQrew CadetI believe I've done this but the date field is not populating after the automation is triggered. I'm going to submit a trouble ticket with QB to see if they can identify the issue. I appreciate your time in troubleshooting this with me.
- Lee_SGilmoreQrew CadetAfter working with the Support Team, we were able to get it to work properly. The method wasn't changed so it seems there was a glitch in the first Automation I created. After building a whole new automation we were able to get it to work.
- MattSaforrianQuickbase StaffLee,
I'm sorry to hear about the issues that you had building an automation but am happy our support team was able to help you.
I'm going to follow up with them to see if there is anything we can do to prevent this type of issue from happening in the future.
Best,
-Matt Saforrian
Product Manager, Automations