Automation Not working "Alerting two days prior of date"
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Brittanyy
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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 βNew Entryβ (Dropdown Column).
- The Date Confirmed checkbox is βNot Checkedβ (Checkbox Column).
Automation ScreenshotΒ
Tags:
Answers
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You've set it to alert you two days before at 10am, have you changed the 10am to another time and checked if it worked?