Creating a workflow to trigger when dates in rows are reached

fa2023

Good Afternoon,

I'm wondering how to setup a workflow so that alerts are automatically sent to certain groups of individuals (which I have setup to be in separate columns) when the "Start" dates for a specific row occur.

I have looked online but there only appears to be instructions for how to setup workflow for manually specified dates when you want alerts to occur. If possible however, I would like the workflow to automatically trigger (without manually setting the date for each row myself) if the day of the month matches the date in my "Start" date column which is unique for most rows of data.

Is something like this possible? TYIA!

Jason Albrecht

Hello @fa2023,

Yes, it is possible to create a time-based automated workflow, as this article suggests.

There are some best-practices for automating date-based workflows, per these tips and tricks.

It's handy to know the difference between alerts and reminders, as this learning-track explains.

Others have also asked how to set up a workflow to trigger on a variable date.

Including automation workflow reminders when a date is reached.

Let us know how you go. The community is here to help. ☺️