Schedule a date to future

Update a date field in record to future dates

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With the action “Schedule a date to future”, you can Update a date field in record to future dates automatically when the chosen trigger is activated.

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Trigger -> Action

The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:

When the condition (trigger) happens, then do (action).
Trigger -> Action

How to create

You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:

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Select the trigger of your choice to activate the action, then select the "Schedule a date to future" action, and fill in the options:

  • Choose the tab:
    • Choose the tab in which the date field to be incremented is
  • ID from record:
    • Set or choose the ID of the record that will be updated
  • Choose the date/datetime field to update:
    • The field that holds the date to be incremented
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  • No. of days:
    • Set number of days the date should be incremented

Click on save

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