Dear fellows.
I have to create a rule that has two different outcomes:
First, if a CTA is Open and a certain Task has a Due Date, then a Company Field is populated with that DataTime value. This works fine!
My second outcome, though would be to have that very same Company field become blank in case there’s a closed date to the CTA.
I tried Case/Then and Formulas in “Transform” but I couldn’t figure it out with DateTime fields.
Please help.
Thank you!
I think what you want to do is find those CTAs that have closed and then in the Action of the Rule you’ll set the field to Null.
Thanks for the rapid response, John.
The idea is that the rule finds both kinds of CTAs, open and closed. Then, I believe, in different actions, update the Company field with a DateTime Value if open and, if closed, update it to null/blank.
I am not sure how to do that. In the actions, I only see the option to map one field to another and not an option to customize that update.
I’m using Horizon Rules btw.
To do this, add a Custom Field in the Field Mapping:
And the map the field and check the box to set to null (in the screenshot, I’ve mapped Renewal Date):
That seems to have worked although it shows no records when I run the rule.
I really appreciate your help, John!
Thank you for you time.
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