Automated Update Request depending on how old the data is
Hi there
I'm baffled - this sounds like a standard process but I can't work out how to do it and would appreciate any advice.
I have a database, the first item in column one is "UPDATE DATE". I want to use this to trigger an update request - ie: if the date is older than 3 months, send an update request, and keep doing so every day (or every week) until the UPDATE DATE has been updated to one less than 3 months.
Surely that must be possible? Any ideas?
Thanks so much, Dan😃
Best Answer
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You would set the trigger for when a date is reached, select a custom recurrence, and set it for every 1 day. Then you would include conditions of the updated date not being today and not in the past 90 days (assuming the date will never be a future date in which case you would just use another condition to exclude that as well).
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Answers
-
You would set the trigger for when a date is reached, select a custom recurrence, and set it for every 1 day. Then you would include conditions of the updated date not being today and not in the past 90 days (assuming the date will never be a future date in which case you would just use another condition to exclude that as well).
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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That's wonderful; thank you so much for your help and advice. Dan
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Happy to help. 👍️
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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