3 Day Reminder - Automations

Dakota Haeffner_N

Hello,

I'm looking for assistance to try to get this automation to work.

I need an Alert to trigger on weekdays only and if the date in the 'Date Approval Requested to Reg Manager' field is 3 days ago. I only want it to remind them once.

Is this possible?

I used the below screenshot, but it's going to run on weekends.

bisaacs

@Dakota Haeffner_N I'd make a helper date column (named something like reminder date)that has the formula:

=WORKDAY(Date Approval Requested, 3)

This gives a date that's 3 business days after the Approval Request date, then I'd do a text helper column that has this formula:

=COUNTIF([Reminder Date]@row, TODAY())

Then do a conditional on the workflow to check if the above cell is a 1. That should ensure it's only being sent on a business day. If you want to take out holidays you could do that on the Reminder Date formula

bisaacs

@Dakota Haeffner_N I'd make a helper date column (named something like reminder date)that has the formula:

=WORKDAY(Date Approval Requested, 3)

This gives a date that's 3 business days after the Approval Request date, then I'd do a text helper column that has this formula:

=COUNTIF([Reminder Date]@row, TODAY())

Then do a conditional on the workflow to check if the above cell is a 1. That should ensure it's only being sent on a business day. If you want to take out holidays you could do that on the Reminder Date formula

Dakota Haeffner_N

@bisaacs

Great suggestion! I'll give it a go on Monday!