Send as an attachment PDF not refreshing

Val W

Hello!

I have a spreadsheet with dates and lookup formulas that change everyday. I use the formula "=TODAY()" and "=TODAY()+1." Then I have a "COUNTIF" formula counting against those dates. The formulas in the spreadsheet itself work fine and update each day.

I have a report automation set up where I "send as an attachment," sending a PDF that is scheduled to send daily. The report is sending, however the PDF that is attached is old data and not refreshing for the new date. It worked just fine from 10/1-10/6, but starting 10/7, it stopped sending the updated report in the attachment. It's like it froze in time. I tried creating a new automation for it, but it's doing the same thing.

Any help would be greatly appreciated!

Paul Newcome

Do you have anything in place to automatically update the TODAY function within the sheet on a daily basis?

Val W

Hi Paul - No I do not. I had thought the the system itself would do that knowing the date. Do you have a suggestion of how to do that?

I had read someone referencing another spreadsheet that gets opened everyday to trigger a refresh, but we don't necessarily have one specific sheet that gets opened everyday.

Andrée Starå

Hi @Val W

I hope you're well and safe!

Please have a look at my post below with a method I developed to update the sheet(s) daily.

More info: 

https://community.smartsheet.com/discussion/74527/daily-update-solution-without-the-need-to-open-the-sheet-use-zapier-or-similar

Did that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Val W

I have created one based on Option 1 in the link below. Fingers crossed. :)

https://help.smartsheet.com/articles/2482767-automatically-update-today-in-formulas