recurring annual reminder - contract renewal

Dhoke ✭✭✭
edited 10/19/23 in Smartsheet Basics

I am trying to setup an automatic workflow to send me an annual reminder based on a date column that has a contract renewal date in it. When I do a custom automation I can allow it to recognize the date field on my sheet. seems like a simple task but I can't figure it out.

Best Answer

  • Eric Law
    Eric Law ✭✭✭✭✭✭
    Answer ✓

    @Dhoke you can use that automation for the column you want to run it in. Just build a formula for the date in that column. For instance, if you have an Initial Date column and a Run Date column being the execution. You can put the following formula in the Run Date

    =DATE(YEAR(TODAY()), MONTH([Initial Date]@row), DAY([Initial Date]@row))