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Automation help - auto fill date when task status = available

  • April 17, 2020
  • 0 replies
  • 19 views

Hi there, 

I think this is a simple automation but I was stuck here for a while. 

I hope to set up an automation to update the "start date" of a task to "current date" when the task status is changed to "available".  I was able to set up the trigger (when "status" is changed and is equal to "available"), and a action ("start date" copy the value from the field "Current Date". ) 

While this automation successfully updates the "start date" of a task to "current date" after I changed the status to "available", it updates something I don't want to --  it updates "start date" of other existing available tasks. 

Result:
Task 1 is changed to "available" on 4/10, and the "start date" is 4/10. 
Task 2 is changed to "available" on 4/15, and the "start date" is 4/15. In addition, it updates Task 1's start date to 4/15 too. The second part is not what I want. 

What did I missed here? Thank you very much. 

Ning 
 




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Ning W
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This topic has been closed for replies.

MarkShnierYou
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:)
 You need to add an additional filter as right now it will mass update all your records.
So add where

[Record ID#] = [Record ID#] of trigger record.  (there will be a yellow icon to get the trigger record fields.P)

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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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