Automation Not working "Alerting two days prior of date"
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 “New Entry” (Dropdown Column).
- The Date Confirmed checkbox is “Not Checked” (Checkbox Column).
Automation Screenshot
Tags:
Answers
-
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?
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