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

GeoffT

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.

Toufong Vang

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

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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