Setting automation trigger to "If any of ..."

Rodrigo Blotte

Please help!

I am trying to create an automation workflow in which I can send an update request whenever ANY OF Column A, B or C HASNT been updated within the last 14 days, however if ANY of these 3 columns do have an update within the last 14 days the automation shouldnt trigger.

Any suggestions? I am losing sleep over this and have been trying to figure it out for 2 days in a row with no success.

Paul Newcome

Instead having separate condition blocks, try putting both conditions in the same block similar to my last screenshot.

Adam Murphy

How are you detecting when A, B, or C is updated? A date field for each (automation to stamp them)? If so, I would then add a 4th date field with a MIN formula for the other 3 fields, so it will display the oldest date of the 3 fields. Then use that helper field in your automation workflow. Would that work?

Paul Newcome

I would suggest a date type column and then a Record A Date automation set to trigger on any one of those three columns. You can then set up your alert for when this new date column is more than 14 days in the past.

Adam Murphy

@Paul Newcome similar to what I suggested, just without the extra step of helper column, very nice.

Rodrigo Blotte

@Adam Murphy I do have individual columns to record date stamps for A, B, C. I think the only step I am missing is the MIN helper column. Could you elaborate a little further on what is it exactly I need to do on that column and the formula? Sorry if the question sounds redundant/dumb.

Paul Newcome

@Rodrigo Blotte To use the helper column, you would first need to make sure it is a date type column. Then you would use something along the lines of

=MIN([1st Date]@row, [2nd Date]@row, [3rd Date]@row)

Finally you would set up your alert to trigger when this helper column is more than 14 days in the past.

Rodrigo Blotte

@Paul Newcome thank you so much for your assistance man. Will give this a try and report back!

Rodrigo Blotte

@Paul Newcome it worked like a charm thanks man! Follow up question tho, how would you setup a formula/automation for when you have column "DUE DATE" is today and send an automated email.

Alternatively how to setup when "DUE DATE" is 7 days after today's date.

Paul Newcome

To make sure I understand, you have two different things you want to do…

First you want to send an automation when the due date is today?

Second you want to send another automation when the due date is 7 days in the past?

Are there any conditions you would want to keep it from triggering such as a status being marked complete?

Rodrigo Blotte

Yes to all 3!!!

Paul Newcome

In that case you will need two more automations. Both would run daily, and both would share the condition that evaluates whether or not it should run at all based on the status or whatever you happen to be using.

One would have a second condition of the due date being today, and the other would have a second condition of the due date being more than 7 days in the past.

Rodrigo Blotte

Will the trigger be then "When a date is reached", instead of being "When rows are added or changed?"

Paul Newcome

"When a date is reached", but then I would click on where it says "Run Once" and select "Custom" then set it to run daily and manage whether or not it sends anything with the Conditions.

Rodrigo Blotte

@Paul Newcome how would you set up the more than 7 days in the past part of the automation within the conditions? I cant seem to find an option within the dropdowns that can align with it.

Paul Newcome

Rodrigo Blotte

@Paul Newcome I tested it out with the due today criteria first and its not sending the email it should. I programmed so it could run starting today at 11 AM and again at 12 PM, still nothing.