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Date Field = Today will create a private note

MKFish
Apprentice

I am trying to build an automation for a Follow Up Date field I added to tickets. I would like to have it when the date = today a private note is added to the ticket but I am not seeing that this is possible. It looks like I have to select a date but want a more generic option. Has anyone been able to do this? 

Best answer by Yusuf Ahmed

Hi @MKFish,

Greetings from Fresworks community. We can setup a Ticket update Automation rule to add a note when the date filed is updated to a particular date However, it's important to note that for automation, we require a specific condition to trigger the rule. Without a specific condition tied to the Follow Up Date field, creating a generic option may not be feasible for a date field.

If you would like to have a dropdown field named "Followup date as Today," we can explore setting up a Ticket update rule based on that selection to add a note when the Follow Up Date matches today's date. 

 

Regards,

Yusuf Ahmed

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Yusuf Ahmed
Community Manager
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  • Yusuf AhmedCommunity Manager
  • Community Manager
  • 123 replies
  • Answer
  • May 14, 2024

Hi @MKFish,

Greetings from Fresworks community. We can setup a Ticket update Automation rule to add a note when the date filed is updated to a particular date However, it's important to note that for automation, we require a specific condition to trigger the rule. Without a specific condition tied to the Follow Up Date field, creating a generic option may not be feasible for a date field.

If you would like to have a dropdown field named "Followup date as Today," we can explore setting up a Ticket update rule based on that selection to add a note when the Follow Up Date matches today's date. 

 

Regards,

Yusuf Ahmed

Yusuf Ahmed, Freshworks Community ||Learn something new today, get recognized for your contributions, stay on top of product updates and build meaningful connections in our Freshdesk community. Fresh ideas, quality service :)
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  • mattsuderman
  • Community Debut
  • 2 replies
  • November 20, 2024

being about to use Today() in filters is BASE functionality. SHOCKED it’s not in there.

 

Also, setting a field to Today() is also….Basic, minimum requirement….again...SHOCKED

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