Automation Not working "Alerting two days prior of date"

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Brittanyy
Brittanyy ✭✭✭✭
edited 10/23/24 in Smartsheet Basics

Background

We have a form where users select a date from a dropdown. However, this dropdown isn't recognized as a date field for automation purposes, so I've created a helper column for dates.

PA Dates is the dates drop-down column in form (Dropdown Column)

PA Dates Helper is the helper date column (Date Column)

Goal

To alert techs 2 days before user-selected dates that they haven't contacted yet.

Conditions for Automation

The automation should trigger if:

  • The Status is β€œNew Entry” (Dropdown Column).
  • The Date Confirmed checkbox is β€œNot Checked” (Checkbox Column).

Automation ScreenshotΒ 

image-290ae3dc8e0e2-018b.png
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Answers