Due Date Automation with custom field

[Daniel Parry]

Hi team,

Having some issues with setting up some automation using a custom field. 

I work in Financial Services and have clients who have property finance dates that I need to keep on top of. I want my automation to basically email me when 1 day before the due date. 

I can't seem to get it right, any suggestions on where I am going wrong? 

[milynnus]

@Daniel Parry 

The is no trigger for custom field dates. A way around is to create proxy cards when the dates are set on CF dates and automate from there. Typically you need to set a cardlink on the proxy card.  

[Mike - Dreamsuite Consulting]

Hi @Daniel Parry 

The issue you have is that custom fields can only work as automation triggers. That means it will only trigger at the point it is set. 

In your example, your automation will only work if you set the Finance field to a date less than 1 day from now.  

Due date automations do trigger at the time a specific date is met. For example "1 hour before the due date is due" but this ONLY works with the card due date, not custom fields.  

You can work around this by doing something like this:

Automation 1 - Automation Trigger

When custom field "Application Submission" is set, set the due date to the due date in custom field "Application Submission"

Automation 2 - Due date automation

1 day before the card is due, send an email notification to "email@address.com" with subject "Subject" and Message "message"

Automation 3 - Trigger

When a card with custom field "Application Submission" set to "{cardduedate}" is marked as complete, mark as incomplete and set the due date to date in custom field "Approval Expiry"

Repeat Number 3 for all of the different milestones you have set in custom fields