Automation to set a checkbox when a number of days is exceeded

Box2105
Box2105 ✭✭✭✭
edited 07/05/23 in Formulas and Functions

I added three columns to my issue tracking smartsheet: "Date set to Accepted/Cancelled" (date) "Days since set Accepted/Cancelled" (count) and "Hide from reporting" (checkbox).

Then I set up two automations: Record date when status changes to Accepted or Cancelled (it works), and When "Days since Accepted/Cancelled" changes to "30", set "Hide from reporting" to "checked" - does not work.

And, if I run (trigger manually) the automation it sets all rows to checked, including rows where "Days since Accepted/Cancelled" is Invalid due to no "Date set to Accepted/Cancelled" or is not "30".


Also, I really wanted to have it trigger at greater than or equal to 30 but could not find that option in the automation.


Answers

  • Nick Korna
    Nick Korna ✭✭✭✭✭✭

    Hi @Box2105,

    Using a condition is probably easier, and there are a couple of options here:

    Or:

    This second one assumes you don't have any future acceptances/cancellations, but you can add another condition to stop these being falsely ticked if so.

    You can easily alter the trigger to run daily at a set time rather than the sheet needing to be open for the values to update if necessary.

    Hope this helps - let me know if there are any issues! 😊

  • Box2105
    Box2105 ✭✭✭✭

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!