Need help with an odd notification

L. Barrett

Good morning,

I would like to set up a notification that sends when an invoice has not been submitted (No invoice received date) within 3 days of the due date. The issues I have run into are because there are multiple contracts, they have different due dates, and I want this to trigger monthly.

So if contract 1, that has a due date of the 10th of each month, is not received for April it will send a notification on April 7th.

But contract 2, which has a due date of the 15th, is not received for May. I need this notification to go out on May 12th.

Besides doing month by month for each due date, does anyone else have a suggestion? I am willing to add helper columns as needed.

Thanks so much for helping my Friday morning brain!

Hollie Green

You can set up an automation based on a date field. If you want it 3 days prior to the due date you will need a helper column with a formula =[Due Date]-3 to get the appropriate date you want the notification to go out. Then just set up your automation to trigger when the date is reached on the helper column

TVang

In addition to Hollie's suggestion, another approach is to configure the workflow to trigger 3 days before Due Date. This will not require a helper column.

L. Barrett

The problem is that the due date would change every month. 1/15, 2/15, 3/15. Short of setting up a monthly due date is there another option?

TVang

@L. Barrett, in that case, configure the workflow to run everyday, and set the condition to "where 'Due Date' is in the next (days) 3".