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