Reminders

Mandy

I am trying to create a workflow reminder, I want it to run weekly one week after a due date and to repeat until conditions have been met. Any Ideas?? I see that you can create a weekly reminder but you have to choose a date and I want it to be based off a due date.

Andrée Starå

Hi Mandy,

You could use a so-called helper column to make it work. It could also be possible to do it with conditions in the Automation but not sure.

Would that work?

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Mandy

Possibly a helper column would help I will look into that thank you so much for your help

Andrée Starå

Excellent!

Happy to help!

Let me know if you have any questions!

Mandy

Good Afternoon,

I am working on the helper column and I am struggling a little with this. The formulas are a little different than excel. What I want is if today's date is 1 week greater than the date in cell a and Cell B is blank then to check cell C. Does this make sense? 

 

Thank you,

Mandy

Andrée Starå

Happy to help!

Try something like this.

=IF(AND(Due@row = TODAY(-7); ISBLANK(Condition@row)); 1)

The same version but with the below changes for your and others convenience.

=IF(AND(Due@row = TODAY(-7), ISBLANK(Condition@row)), 1)

Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.

Did it work?

Mandy

Good Morning, 

This formula did work and I thank you very much for your help but I do have another question. If it is 8 days past the due date it will not keep that box checked any longer. Is there a way I can adjust that formula so anything 7 or more days past due the box will stay checked? 

Thank you again,

Mandy

Mandy

This worked perfect I just changed = to < and it is all set thank you so much for all your help!

 

Mandy

Mandy

Okay so I did run into a problem with this. If my due date cell is blank it is still checking the helper column? I used < TODAY(-7) because I need to send alerts for anything 7 days or more past due. Can you help?

Andrée Starå

Excellent!

Happy to help!

Andrée Starå

Ok.

Try something like this.

=IF(ISBLANK(Due@row); ""; IF(AND(Due@row = TODAY(-7); ISBLANK(Condition@row)); 1))

The same version but with the below changes for your and others convenience.

=IF(ISBLANK(Due@row), "", IF(AND(Due@row = TODAY(-7), ISBLANK(Condition@row)), 1))

Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.

Did it work?

Mandy

Thank you so much that is perfect and did exactly what I needed it to. 

Andrée Starå

Excellent!

I'm always happy to help!