In order to maximize your ability to create powerful and timely automations, it's extremely valuable to be able to capture the dates of key events as they occur. Oomnitza enables its users to create custom date fields to reflect any value desired and to automatically capture these datestamps using workflows. This article will show you how to create those custom fields, and create the workflow-based automations that populate them with dates.
Creating custom date fields
Before creating a workflow to automatically populate a date field, you'll have to create a custom date field to store that value.
To create a custom field, complete the following steps:
- Navigate to Assets>Customization.
- Click Add to add a new field.
- You'll be prompted to name the field and select a Data Type. The Data Type should be set to DateTime. The other options can typically be left to their defaults, however, if you want the new field to be fill-able exclusively through the automation, you can deselect Editable.
- Once you've done this, click Create in the lower right, and your field will be created.
Creating the workflow
Once you've created the custom field, navigate to Configuration > Workflow > Assets, and select the Add(+) option in the upper right.
Give the workflow a name.
Drag the Update workflow block into the sandbox, and connect the block splines. It should look something like this:
Configuring the Begin block
The Begin block should be set to trigger when an asset is edited, and when the Assigned To field has been changed.
Configuring the Update block
The Update block should be set to update the Assigned To Date to today. To do this, you can compare the date field to a dynamic value which equals Today.
Or you can enter a static value with the current date.
Running your workflow
Select Save, Validate and Launch to run your workflow. The Assigned to Date field should be updated. You can view this field by opening an asset in the Assets tab.