Trigger automation when Date field is updated
Sandra Halling
Jon Darbyshire Rick Palaia I confess I find it frustrating to not have this option available too. It's surprising to me this doesn't have more votes, because I'd wager at least half if not more of the automations I built in Deltek Vision (the AEC ERP/CRM system I worked in) used date change triggers.
Use cases:
I'm setting up a certification tracking system. Dates changes ought to trigger most follow up actions, notifications, and anything related to renewals. I'm having to work around it with status values and views, plus workflow changes for the team.
It would be equally helpful on the CRM side for reminders. Specifically, I have a "Sales Activities" table in a CRM I'm building. I want the due date of the Next Action to control the "Next Action Date" in the pipeline and prospect list—basically keep them in sync. I'm using "when record matches conditions" and it
seems
okay in testing... but know it updates immediately on change would help me sleep at night! 😂DM me on LinkedIn if you want more specifics or a loom — I'm happy to help. https://linkedin.com/in/sandrahalling
R
Richard Hubbard
Work around would be to create a formula field based on the date field and base the rrigger on that which will have an any to any option.
Jon Darbyshire
Hey Jeff Eusebio, thanks for your feedback! I have a few more questions for you:
- What specific use cases or scenarios are you trying to address by triggering automations on Date field updates?
- How frequently do you need to trigger automations based on Date field changes?
- Are there any specific conditions or rules you would like to apply when triggering automations on Date field updates?
J
Jeff Eusebio
Jon Darbyshire
- We have 2 part automations in place as a workaround currently because of SmartSuite limitations. The first automation finds all projects meeting a certain criteria. The second automation emails the appropriate people that an action needs to be taken (e.g. missing fields, etc.). The 1st automation populates the "Date Rep Last Reminded" field, the 2nd automation watches for changes in that field. I'd love to be able to do this in one automation, but again, currently not possible.
- Daily
- Any/Any per my picture