How do I set up reoccurring Update Requests based on a date in a cell

Cris P.

I am new at being an admin for my company's Smartsheet. I have set up a number of automations, but I would like to set up an automation for a reoccurring Update Request to be sent out starting 60 days prior to a date in a cell.

I have a Start Date column, which have different start dates.

I set up a Date Formula column to set the date 60 days prior to the date in the Start Date column. Now I would like to send an update request (every Friday) beginning the week the date that is in the Date Formula column.

I seem to be hitting a snag. I can set up an automation Update Request only once based on the Date Formula column. Or starting on a specific date for the entire sheet. But I am unable to set up an automation for the reoccurring Update Request to start on the date that is in the Date Formula column. I don't know what else I can try. Can anyone please help me?

Paul Newcome

Where the trigger says "Run Once", click on that and choose custom. From there you can set up weekly and use a condition where your formula date column is in the past.

AravindGP

Hi @Cris P.

You don't need to compute dates with formulas. You can set up an update request using as shown in the screenshot below. You will need to specify the date column which needs to be used.

Cris P.

Aravind,

Thank you! I am seeing that you have a 60 days prior. That's great. But the update request will only run one time. How do I set up the update request to run every week?

I do have a condition set to not run once the date is reached in another column or a status changes.

Paul Newcome

Where the trigger says "Run Once", click on that and choose custom. From there you can set up weekly and use a condition where your formula date column is in the past.

Cris P.

Paul,

Thank you very much! I set up the automation per your suggestion and will see how it works for the company.

Regards

Paul Newcome

Happy to help. 👍️