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Efixman's avatar
Efixman
Qrew Trainee
8 days ago
Solved

Pipeline - Add Year from Record Created to a field

I am trying to write a simple pipeline that once a record is saved to the Transactions table a pipeline runs to modify the transaction name and add to end " - " and the year the record was created.

I can use the record created field but that is inclusive of the full date and time and I am only looking for the year.

Thanks, 

Eric

Pipelines
  • Mez's avatar
    Mez
    8 days ago

    In update record step for Fields to update, select 'Transaction Name', and then the input box will appear for it. Then you can use the same field and append what you're after. In this example, I'm just using the 'name' field.

  • Efixman's avatar
    Efixman
    Qrew Trainee
    8 days ago

    Thanks.   My mistake was changing the name by removing the underscore in transaction_ name.

  • Mez's avatar
    Mez
    Qrew Assistant Captain
    8 days ago

    In update record step for Fields to update, select 'Transaction Name', and then the input box will appear for it. Then you can use the same field and append what you're after. In this example, I'm just using the 'name' field.

  • Mez's avatar
    Mez
    Qrew Assistant Captain
    8 days ago

    You can access the `year` property of the date object in pipelines. Assuming step a is the trigger for the created record: {{ a.created_at.year }}

    then for that particular field where you want this to appear in the update step

    Transaction Name: 

    {{ a.transaction_name }} - {{ a.created_at.year }}

    result: "transaction name - 2025"

    • Efixman's avatar
      Efixman
      Qrew Trainee
      8 days ago

      Thanks for the reply - I am not fo llowing where to add that syntax.