Automation Trigger to Change Custom Fields
I would really love to be able to change custom fields with automation.
I want to be able to capture the date certain things happen and store them as a custom job field that can be used in reports. Capture the date a job first enters a status. Capture a date the job first gets a Material Order written. Capture a date the job gets an invoice paid in full.
Sold Date is a custom field on my jobs that must manually be entered to be able to be seen in Job Reports. My team sometimes forget.
I dream of an automations that can capture events in custom fields
Example
Event Automation
Job Status is equal to Signed Contract
Trigger
Set "Sold Date" field equal to Date Status Change (or Date of Trigger Event)
Another example.
Set a Boolean custom field to Yes/No based on condition.
Event Automation
IF Status equal to "Appointment Set"
Set "Job was Lead" to Yes
Memorializing events in custom fields that can be used in Job Reports would be very helpful for tracking outcomes and days between different events even after the job is complete or moves out of statuses.
Thanks,
Clint Mitchell
shared this idea
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Tristan Husnik commented
YES PLs. Another thing I dream of would Be a "Last Day of Work" date with Automated Collections Emails.!!!!
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Anonymous
commented
I would like to have the ability to create an automation that will update the custom field value when something has changed.
Example: Update a field to state that EagleView has been ordered.