Solved: Trigger an automation on a specific date if in the... - Page 2

rphair13 · 04-10-2024 11:07 AM

Hi,

I'm creating an employee database. I would like to have a certain set of actions trigger when an employee leaves the company. I would like to be able to enter an employee's last day as soon as we know it, but with the way it is currently set up (to trigger when the field is updated), the actions will then trigger earlier than I would like them to.

I'm sure there's a way to have the actions trigger either a) on the date that is their last day if entered prior, or b) as soon as we enter the termination date if that date has already passed (in the event the employee gave no notice, or we simply forgot to enter the date beforehand). Can someone please help with what I'm sure is a very simple solution to this?

Thank you!

Suvrutt_Gurjar

@rphair13 wrote:

a) on the date that is their last day if entered prior, or b) as soon as we enter the termination date if that date has already passed (in the event the employee gave no notice, or we simply forgot to enter the date beforehand).

For A) You could have a daily scheduled bot that runs with a condition [Last Day]= TODAY() . This will ensure that whoever employee has a last day today, the action will fire on her/his record.

For B) you could have a form save action or data change bot such that such that if [Last Day]<TODAY(), the form save event action or data change bot fires.

Please test well.

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Trigger an automation on a specific date if in the future, or immediately if in the past