Automation Not working "Alerting two days prior of date"

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 “New Entry” (Dropdown Column).
  • The Date Confirmed checkbox is “Not Checked” (Checkbox Column).

Automation Screenshot 

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Answers