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Question

Running Action/Automation with a Formula Trigger

  • July 24, 2019
  • 0 replies
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So, to pre-summarize and make a long story short, I'm looking for a way to get an Automation, Action, or whatever method may work to create a new record when the result of a formula changes. I know this is going to take some creativity, since these normally don't work unless the record is directly modified, but I figured at least one person may know a hack for it.

Basically, my situation is that I have an app with a bunch of interconnected tables, and have one table that calculates the next day a piece of equipment is in need of periodic maintenance based on a weekly, monthly, etc. schedule. Each time the next maintenance day is changed (e.g. when the day passes) I want to create a work ticket that shows the required task to be completed at the next maintenance day.

If y'all need more information I can certainly provide, but I'm a little crunched on time so please be patient. I know a workaround for this would help out with a lot of things such as Automated Notifications, but it won't hurt my feelings if there's not really a practical way to do so.

Thanks!
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    For a fully automated solution you can try this but I don't know for sure if it will work.  I have other non fully automated solutions as plan B.

    Set up a saved table to table import  and an Automation run it daily to copy the formula date into a [last recorded formula date] field.  ie import the record into themselves merging on [Record ID#] filtered by where those two dates are not equal.

    Then set up another Automation to create a Work order when the 
    [last recorded formula date] changes.

    Let me know if that works or does not work.

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