Reoccurring Due Date Formula

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Hi there,

Is there a formula that would do the following:

1.) If Timeframe="Monthly" and Status ="Complete" then update Due Date to the same day next month.

2.) If Timeframe="Quarterly" and Status ="Complete" then update Due Date to the same day in 3 months. (Ex: if something is due 6/30/24 and is complete, then update due date to 9/30/24)

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Answers

  • SSFeatures
    SSFeatures ✭✭✭✭✭✭

    Hi @mragans23,

    Since you're trying to update a cell, you would need to use an automation rather than a formula. You would probably want to use the Change a cell value when specified criteria are met automation, so that you could update the date once the status changes to Complete.

    Screenshot from 2024-10-09 17-39-18.png

    However, SmartSheet currently does not support using an automation to update a Date column. I see why this would be very important. If you have some time, can you fill out a New Idea so that other people can upvote this idea.

    We could make this work if you switch the Date column to a Text column. But this will limit your ability to treat the column as a Date. Do you need the column to be a Date column? Are you using Gantt view or Calendar view?

    Nathan Braun (Founder of SSFeatures) (nathan@ssfeatures.com) (LinkedIn)

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