Is it a workflow? Formula? What will work?
I have tried workflows but they are specific to a certain date or a change in field. I would like Smartsheets to automatically run (without a change to a field) and update the field based on a count of days prior to a set date in another field.
Field A is a drop down list. The user is adjusting this field throughout the project. I would like to have field get automatically updated based on x days from a specific date in a date field.
Status is "not started" in field A to begin with.
Due date is 8/1/2023 in field B which is entered manually at the beginning of a project (this is just an example).
Today's date reaches 6/1/2023 or x days our from field B, field A is updated to initiated from not started.
There is no change made to any fields. There is simply a count in days being met. Is there a workflow for that or does a field have to be updated?
Answers
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You can set the trigger to be date based, used the "custom" option to run every 1 day (daily) and then set a condition where the Date field in the sheet is x days in the future.
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