Hello!
Has anybody managed to have a formula automatically trigger changes on a record?
The aim is automated record generation as time passes. Example:
A record has a date/time field set in the future
A formula checks for the date if it is less or equal than now, and if it is, writes something on the field, otherwise empty value
An automation checks the formula field for a value and sends an email if the condition is met
I change tab/application/db (to make sure it would work if the person does not have the browser open on the same record)
Time passes
The formula value does not update, until I change another field on the same record - At this point the change would be triggered, but that's considered a manual action triggering
Is it expected? Is it a problem only with date formulas or all formulas? If it is, perhaps the training should be updated
Thanks for the hints!