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Isaac A. |
Would love to be able to set a date custom field to today's date by way of automation ("Set Custom Field Value"). I would love to be able to use [[today]] in the custom fields when updating!
This is useful for keeping track of the last time a particular thing happened at the individual client level. So many applications!
Activity Newest / Oldest
Michael Slater
Amen!
Mike
This is now possible > www.screencast.com/t/f2ZM7Bth
Mike
Status changed to: Live
Pierre Biais
In the meantime there is a workaround :
Add a webhook action pointing to pabbly
Add a pabbly action to calculate and format the date as you wish
Update your date CF using the SD API passing the uid or companyuid received by the webhook
Michael Slater
While making this change, can you add the ability to use other date fields in the calculation as well. I may want to perform a date calculation on the created date, renewal date or other custom date field and store the results in another field.
Michael Slater
Yes Please!!!
Isaac A.
As a follow up thought, I'd love to be able to also use [[today]] in date calculations. This way, we could set the custom field value to [[today]] + 5d or [[today]] - 3m, etc.
Katelyn
Status changed to: Planned