I’m working on an Onboarding Process and would like cards to move to a “Done” phase after the date of their onboarding has passed. There is a field in our start form where card creators indicate what the Start Date is for the new person that’s being onboarded.
Ideally, I’d like to set up an automation that would move the cards to “Done” automatically once the Start Date from the start form is reached.
I found this post here in the community that seems similar to what I’m asking, but it relies on using the SLA settings on a phase.
If I use the “When an alert is triggered” automation, it seems that only refers to SLA alerts.
I don’t think using the SLA setting will work as a trigger for this automation I have in mind.
Is there another type of alert I could configure or something else I could try?
Perhaps using the “Recurring activity” automation could work? I could set it to run once a day and to move the card when the scenario is: Start Date is Today?
Please let me know if you think the recurring activity option would work or if you have a better idea.
Best answer by ricardo-borgesView original