Automation to set a checkbox when a number of days is exceeded
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
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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! 😊
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thank you!
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