Reoccurring Due Date Formula

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)

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.

    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)

    SSFeatures - The browser extension that adds more features into SmartSheet.

    • Report PDF generator that supports grouped and summarized reports
    • Automatic sorting, sorting with filters, saving sort settings
    • Hiding and unhiding columns, and spell checking

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