Sweep to update fields in a criteria?

jayrathbun

I am looking to set up a daily automation that checks if we have any fields that meet a specific criteria and update another field to fix out of sync data.

My specific usecase is that, on a daily basis, I want to have an automation check to see if we have any project statuses in 'complete' or 'cancelled' and the phase is not 'closure.' I then want to have the sweep update the phase field to 'closure' daily so that all projects in complete or cancelled are also in closure.

I have an automation for when the field changes, so this is really just more of an audit for old data. I can manually do the updates, however we have a lot of fields and I would like to use automation to fix the issue.

Thanks in advance for your help!

Paul Newcome

You would set the trigger to be daily. Select the option for the trigger to be date based, then select "custom".