This may be a trivial question but I assumed incorrectly that the "Completed On" field in the tasks module would automatically populate once a Task was marked as completed but currently it doesn't. Do I need to create a separate playbook to update this or is there a simpler answer?
Thanks,
Nelson
Solved! Go to Solution.
Yes, you would need to put together a playbook, that would trigger on Update event with specific field and then update the record back with updated time in the Completed On field.
Take a look at this playbook 06 - IRP - Case Management/Indicator - Set Last Seen Date
attached here for your handy reference
Yes, you would need to put together a playbook, that would trigger on Update event with specific field and then update the record back with updated time in the Completed On field.
Take a look at this playbook 06 - IRP - Case Management/Indicator - Set Last Seen Date
attached here for your handy reference
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