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Pipeline - Add Year from Record Created to a field

  • March 28, 2025
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I am trying to write a simple pipeline that once a record is saved to the Transactions table a pipeline runs to modify the transaction name and add to end " - " and the year the record was created.

I can use the record created field but that is inclusive of the full date and time and I am only looking for the year.

Thanks, 

Eric

Best answer by Mez

In update record step for Fields to update, select 'Transaction Name', and then the input box will appear for it. Then you can use the same field and append what you're after. In this example, I'm just using the 'name' field.

Mez
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  • March 28, 2025

You can access the `year` property of the date object in pipelines. Assuming step a is the trigger for the created record: {{ a.created_at.year }}

then for that particular field where you want this to appear in the update step

Transaction Name: 

{{ a.transaction_name }} - {{ a.created_at.year }}

result: "transaction name - 2025"


Mez
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  • Answer
  • March 28, 2025

In update record step for Fields to update, select 'Transaction Name', and then the input box will appear for it. Then you can use the same field and append what you're after. In this example, I'm just using the 'name' field.


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  • March 28, 2025

Thanks.   My mistake was changing the name by removing the underscore in transaction_ name.