Date field not populating with Automations - trying to copy a week's worth of time sheet data for the next week

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I'm attempting to allow the users to copy their time sheet records from one week to the next as a means to pre-populate their time sheets. At this time, I have my automation create a new record and copy the Related Project and the Related Employee successfully. However, there is a Formula Date Field called "+7 days" that takes the time sheet Date field and adds 7 days to it. When I try to have this "+7 Days" date copied over to the new record Date field, it comes in blank. Not sure how to get the automation to populate the Date field with this future date as intended.
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Lee Gilmore

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Posted 5 months ago

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Micro Dev

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Automatons were limited to date fields. 
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QuickBaseCoach App Dev./Training, Champion

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Can you explain what you mean by this comment?  Automations should be able to update any data entry field type.
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Micro Dev

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The automation trigger does not allow you to trigger based on a date field. 

You can read that in the documentation as well. I have a work around for it but it may time out on you anyway since it needs to lookup to many records which will be longer than the 30 second timeout of an automation.

Hope this helps.
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QuickBaseCoach App Dev./Training, Champion

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I tested an automation and it let me select a date field as a trigger.  Are you saying that date fields are not offered as trigger field for you?
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Micro Dev

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That is correct. I tested it again. 

Here is a copy of the documentation:

Fields and tables

Some field types are not fully supported in an automation:

  • Address fields and their subfields are not currently available in automations.
  • File Attachment, iCalendar, Report Link, Time of Day, VCard – Fields of these types are not included in the list of fields you can retrieve data from in an automation.
  • Date, Date/Time, and Duration fields cannot be used when defining conditions for an automation trigger or when choosing which records to modify or delete in an automation action.
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Lee Gilmore

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At this time, I'm using a check box to trigger the automation. When the record is saved with a specific checkbox checked, it then creates a new record with the same Project and Employee. Ideally it would also have a date field populated with the old record's date +7 days. This is where I'm stuck, the date field is blank after the action is run.
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Micro Dev

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Create a date formula:

[your date field]+Days(7)

In your automation set the value of the date field in your new record with the data of the new formula value of your old record.
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Lee Gilmore

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I believe I've done this but the date field is not populating after the automation is triggered. I'm going to submit a trouble ticket with QB to see if they can identify the issue. I appreciate your time in troubleshooting this with me.
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Lee Gilmore

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After working with the Support Team, we were able to get it to work properly. The method wasn't changed so it seems there was a glitch in the first Automation I created. After building a whole new automation we were able to get it to work.
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Matt Saforrian, Quick Base Product Manager

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Lee,

I'm sorry to hear about the issues that you had building an automation but am happy our support team was able to help you.

I'm going to follow up with them to see if there is anything we can do to prevent this type of issue from happening in the future.

Best,

-Matt Saforrian
Product Manager, Automations