I’m trying to create an automation but keep falling short.
When a row is changed (select list format) and updated to a specific selection (in this case when the row Permit Stage is updated to Submitted), I want a date field in the same row to update to equal Now() (in this case the row is Permit Submitted Date).
I think I’m getting stuck on the If condition.
Hi Rebekah,
Welcome to the community!
You were halfway there.
The automation is triggered when the ‘Permit Stage’ field is changed in a specific row, which is known in the rest of the automation as ‘Step 1 Result’.
You need to put an if condition, because you want to store the ‘Submitted Date’ only when the ‘Stage’ has been changed to ‘Submitted’. This is how it looks like:
You had made a small mistake in the 3rd step by selecting ‘All Rows’ instead of ‘Step 1 Result’. In this case the date of all rows would have been updated even if only one row was modified.
Hope this helps,
Pablo
Thank you so much Pablo! I’m new to Automations and this was so helpful!
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