ColeenSchmitt1
6 years agoQrew Cadet
Scheduled Automation Triggers
Hi,
I am trying to setup an automation that runs on the 1st of every month. However when I choose to run a scheduled automation the run date of the automation becomes the only trigger, and there is no option to then add additional criteria.
The issue then becomes that when I go to define the Action there is no trigger table to copy values from. Does anyone know of a way to add additional criteria to the trigger, besides the run day?
What I'm looking for the automation to specifically accomplish is:
For any forecast records where the "# of Posts Launched Last Month" >0, Copy the "# of Posts Launched Last Month" into the "Billable Posts" field.
Any help would be appreciated! Thanks!
I am trying to setup an automation that runs on the 1st of every month. However when I choose to run a scheduled automation the run date of the automation becomes the only trigger, and there is no option to then add additional criteria.
The issue then becomes that when I go to define the Action there is no trigger table to copy values from. Does anyone know of a way to add additional criteria to the trigger, besides the run day?
What I'm looking for the automation to specifically accomplish is:
For any forecast records where the "# of Posts Launched Last Month" >0, Copy the "# of Posts Launched Last Month" into the "Billable Posts" field.
Any help would be appreciated! Thanks!