Is it possible to add a worflow action to create a reminder on a date in the future?

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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

  • Toufong Vang
    Toufong Vang ✭✭✭✭✭
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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".

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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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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