I’d like to move items to a different board called ‘Past 2 Months Leads’, once the ‘last contact’ date is 2 months or more in the past, nothing seems to be moving… Please help. Thanks!
Melissa,
Try changing the “move item” automation to “move to group”. The “move item” sends the item to a different board vs. a group in the current board.
Thanks,
Steve
Thanks Steve, but I am trying to move this to another board?
My bad! Make sure the routing is correct in the ITEM field so it is going to the right place. Another thing to try is doing a double step on your move automation. I have found that the move item/create item automation can be mildly buggy on some triggers. Try having your date automation update a STATUS field from blank to READY and then have the MOVE ITEM trigger off of the status field update. You can also test the move or do it manually by just using the trigger field. Then hide that trigger and/or lock it down so only key people can see/use it.