Replies posted by dbernierqc

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jamestek
jamestekRegular Participant
asked in Ask the Community

Card fields wont start fresh in revisits

I need the same! I tried with automations and was unable. How can I set this up?EDIT : SOLUTION FOUNDFigured it out! Or at least a way to do it! Here it is:In the phase for which you wish to refresh fields; create a copy of all the fields that need to be refreshed and add Empty in their title somewhere so you can locate them easily.  Add a conditional rule that simply Hides all these Empty fields Setup an Automation that goes as Follows : When card enters a phase > Update field > Select all the fields that need to be reset and set a dynamic value. The Dynamic value you select should be the corresponding “empty” fields you created earlier. Make sure you have created all fields before creating the automation otherwise you will not see them as options in the Dynamic fields option when creating the automation.

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dbernierqc
3 years ago

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