I’m trying to create an automation to duplicate a deal once its 6 months or less from closing.
I’ve created an automation with the following trigger:
`Close Date` - `equals` - `Use a Formula` - `DATEADD(close_date, -180)`
I’ve also tried the formula `DATEADD(GETVALUE(close_date), -180)`
I’ve tested this a number of times and so far the new deal has not successfully been created. I’m wondering if I’m doing something wrong in the formula or maybe something else is off?
Here’s the action that tries to create the duplicate:
Thanks for the help!
Best answer by vanceism7View original