Update Records based on Dates in the Record
Looking to change fields in a record when the today is equal to a date field. Eg. Update status for a record to "Active" when today is equal to "subscription start" date field.
Forum Discussion
3 Replies
- it would be best to have the status field be calculated. Typically, you might have a field called status Override and then a calculated Status field. The Status override would be a multiple choice field.
The Status field would be a formula like
I([Status Override] <> "", [Status Override], Today() >= [subscription start], "Active") - Sorry, what I meant was is there to automate this based on a date field. Like a CRON job, if a the date in a field equals today, do something to the record.
- You can use an Automation to run a saved table to table import and import the table into itself merging on Record ID#. Create a field which calculates to "Active" and map that field into the status field.
You may also just be able to use an Automation to just filer a list of qualifying records based on that date and then do the edit. That method would have a limit of 1,000 updates.
