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Date / Field stamp through pipeline

  • July 31, 2025
  • 0 replies
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I have a step in my pipeline that creates line items and inserts required data in that line item.  The completion status of this line item is dependent on the field completed date.

How do i include the completed date in the step so that when the data is added so that the line item is complete

MarkShnierYou
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It's not completely clear what your question is, but for example, you could trigger a pipeline on a new event. The event would be whether a record was added or modified. Then you could trigger on the completed date field changing, and a filter saying that the completed date is set.

 

It's not completely clear what your question is, but for example, you could trigger a pipeline on a new event. The event would be whether a record was added or modified. Then you could trigger on the completed date field changing, and a filter saying that the completed date is set.

 

Then the next step  could be to update the record and change a status field on that record to be completed