Conditional Format Dates Based on Another Date?

Vicki_ESScanada

I'm trying to set up a biding tracking sheet to automatically populate follow up dates and send an reminder to the sales rep assigned. I want to set the date that a proposal was submitted, and then have the follow up date automatically populate. And then when the follow up date is reached I want an alert sent to the sales rep. Is that possible?

mcullen

Hello Vicki,

I was able to achieve this by creating a helper date column called "Follow up Date" with the formula =Created@row + 1

The formula takes the Created date and adds 1 day. Then I setup an automation to alert the "Assigned To" once the "Follow up Date" is reached.

Hope this helps!

mcullen

Hello Vicki,

I was able to achieve this by creating a helper date column called "Follow up Date" with the formula =Created@row + 1

The formula takes the Created date and adds 1 day. Then I setup an automation to alert the "Assigned To" once the "Follow up Date" is reached.

Hope this helps!

Vicki_ESScanada

Thanks so much Michelle. That's exactly what I was looking for!

mcullen

You're welcome! Take care!