Triggering with system date not possible - why?
Hallo,
I added the columns "start date" and "change date" from system.
Unfortunately, I recognized that it doesn´t seem possible to trigger an automation process with these dates.
f.e. send an email to Agent 14 days after Change date has reached.
Any idea?
Best Answers
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Hi Jörg,
It is not possible to use this as 'the' change trigger.
But you can schedule a trigger daily by using "when a date is reached" and enter a custom recurrence.
And then add an condition for the trigger as you would like it on the system dates. Does this solve the issue?
Kind regards,
Peter Harink | 4EF.nl | Consultant & Managing Partner | peter.harink@4ef.nl
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You could also add in a date type column and use a DATEONLY function to pull the date. Then you could set your automation up to run on that.
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
-
Hi Jörg,
It is not possible to use this as 'the' change trigger.
But you can schedule a trigger daily by using "when a date is reached" and enter a custom recurrence.
And then add an condition for the trigger as you would like it on the system dates. Does this solve the issue?
Kind regards,
Peter Harink | 4EF.nl | Consultant & Managing Partner | peter.harink@4ef.nl
-
You could also add in a date type column and use a DATEONLY function to pull the date. Then you could set your automation up to run on that.
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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