Assistance Needed with Date Archiving Automation
Hi there,
I have a helper sheet that populates Office drop-down dates via DataShuttle. The "Date Requested" column contains drop-down options with dates, and the "Date" column is a date column (my trigger for moving rows.
I want to archive each date row if it matches today’s date, but the automation I set up isn’t moving the rows as expected.
Could you help me troubleshoot this?
Thanks!
Automation what I have:
Do I need to include the offices too as part of the condition?
These are the offices:
Best Answer
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@Brittanyy another option would be to add a checkbox helper column. If "Date" is Today, check box. Then that could be your trigger.
Darla Brown
What you meditate on, you empower!
Overachiever - Core Product Certified - Mobilizer - EAP
Answers
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Hi,
Have you tried using the Date column as your trigger instead of "every day starting…"? I don't think you need the offices as part of your condition.
Darla Brown
What you meditate on, you empower!
Overachiever - Core Product Certified - Mobilizer - EAP
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@Darla Brown I have tried that method too, but it didn't work.
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@Brittanyy another option would be to add a checkbox helper column. If "Date" is Today, check box. Then that could be your trigger.
Darla Brown
What you meditate on, you empower!
Overachiever - Core Product Certified - Mobilizer - EAP
-
@Darla Brown I'll try that.
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