• 5 December 2023
  • 7 replies

Userlevel 5

Hi Everyone 

How can I update a deadline field automatically, I want that when a card enters in a phase with this field, this field automatically update to + 1 day

Best answer by marcosmelo 6 December 2023, 02:20

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7 replies

Userlevel 7
Badge +18

Hi, @sistemas-lehit 
Create a date field that will receive the new date d+1. In this case, use two expiration date fields and give them a preferred name. In the example I will use current date and D+1 Date.
You can create the D+1 field which can be hidden in the phase settings.


Then create an automation where the trigger is the movement of the card to the phase you want and the action will be to update a field or record

In the action, choose the field that will receive the new date, which in this case is D+1 Date and choose the field from which the date originates, which is the Current Date field


After choosing the date source field, which is the Current Date field, click on it to open the date definitions window (Relative date)

And choose the 1 Day After option and save the automation


Okay, now every time the card is moved to the phase you want, the current date (which needs to be defined manually) will be updated to D+1


Good Luck!

Userlevel 7
Badge +18

Another tip is: If you don't want to manually fill in the date of origin (Current date), you can use the date and time of the event provided by the system automatically and set the D+1 on it


Userlevel 7
Badge +13

Great suggestions!

Userlevel 5

@marcosmelo thanks i will try

Userlevel 7
Badge +18

Good Luck, @sistemas-lehit !

Userlevel 5

@marcosmelo thanks, it was really easy, i keep learning

Userlevel 7
Badge +18

Great, @sistemas-lehit . I'm glad it worked!