Sweep to update fields in a criteria?
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!
Answers
-
You would set the trigger to be daily. Select the option for the trigger to be date based, then select "custom".
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.9K Get Help
- 441 Global Discussions
- 139 Industry Talk
- 471 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 68 Community Job Board
- 496 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!