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Question

Update Records based on Dates in the Record

  • December 13, 2018
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Looking to change fields in a record when the today is equal to a date field.  Eg. Update status for a record to "Active" when today is equal to "subscription start" date field.
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    it would be best to have the status field be calculated.  Typically, you might have a field called status Override and then a calculated Status field.  The Status override would be a multiple choice field.

    The Status field would be a formula like

    I([Status Override] <> "",  [Status Override], Today() >= [subscription start], "Active")
    • GraniteHomes
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    • December 13, 2018
    Sorry, what I meant was is there to automate this based on a date field.  Like a CRON job, if a the date in a field equals today, do something to the record.
    You can use an Automation to run a saved table to table import  and import the table into itself merging on Record ID#.  Create a field which calculates to "Active" and map that field into the status field.

    You may also just be able to use an Automation to just filer a list of qualifying records based on that date and then do the edit.  That method would have a limit of 1,000 updates.
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