Planning

Feature Requests

API Integrations Feature Requests

Voters 11

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11

Set Date Custom Field to Today

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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!

  • 21-11-2022 -
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Michael Slater

Amen!

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Mike

This is now possible > www.screencast.com/t/f2ZM7Bth

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Mike

Status changed to: Live

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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

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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.

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Michael Slater

Yes Please!!!

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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.

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Katelyn

Status changed to: Planned