Is it possible to add a worflow action to create a reminder on a date in the future?
We have a form for orders to be submitted. Rather than having to manually access the sheet and create a reminder, I would like to have a reminder triggered automatically, 3 days after the order was submitted. I don't see a way to do that.
Thanks.
Answers
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One approach is to:
1. Create a helper column (e.g. "Helper") and use a column formula to check if 3 workdays have elapsed.
=IF(NETWORKDAYS([Date Submitted]@row, TODAY()) = 3, 1, 0)
2. Create a workflow automation to run daily, and send a reminder when the value in Helper is "1".
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Hi @GeoffT
I hope you're well and safe!
To add to Toufong's excellent advice/answer.
You can do this automatically with a workflow using the created system row, and then a reminder will trigger after three days.
Make sense?
Would that work/help?
I hope that helps!
Have a fantastic week & Happy Holidays!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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