Forum Discussion

Lee_SGilmore's avatar
Lee_SGilmore
Qrew Cadet
7 years ago

Date field not populating with Automations - trying to copy a week's worth of time sheet data for the next week

I'm attempting to allow the users to copy their time sheet records from one week to the next as a means to pre-populate their time sheets. At this time, I have my automation create a new record and copy the Related Project and the Related Employee successfully. However, there is a Formula Date Field called "+7 days" that takes the time sheet Date field and adds 7 days to it. When I try to have this "+7 Days" date copied over to the new record Date field, it comes in blank. Not sure how to get the automation to populate the Date field with this future date as intended.
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      Can you explain what you mean by this comment?  Automations should be able to update any data entry field type.
    • EOMDevelepors's avatar
      EOMDevelepors
      Qrew Captain
      The 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.
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      I 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?
  • At 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.
  • Create 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.
  • I 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.
  • After 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.
    • MattSaforrian's avatar
      MattSaforrian
      Quickbase Staff
      Lee,

      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