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Question

Pipelines on Schedule

  • April 29, 2020
  • 0 replies
  • 25 views

Hello,

I would like to be able to push an automation for leads that are marked as enrolled with a date sold of today. I have come to the conclusion that i will have to use pipelines to do this since the automation can run daily but i cannot specify that only to run and import items that are enrolled and a date sold of today.

So i am using pipelines so that i can get only the data that i want pushed over. My issue is that i put in the search records to get the leads that i want and i can put in a conditional that only leads that are enrolled will get pushed over, but then when i do the and to put the date sold must be today it just gives me the date sold is set then wont let me select today. How do i do this?

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Benjamin Brooks
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This topic has been closed for replies.

MarkShnierYou
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  • Quickbase Alumni
  • April 29, 2020
Can you use an Automaton to run at about midnight and to import leads for yesterday?

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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MarkShnierYou
Forum|alt.badge.img+22
  • Quickbase Alumni
  • April 29, 2020
try making a formula field called Today with a formula of Today() and using that in your pipeline.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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