Automated Update Request Form Changes

Grant Coordinator

I have built a tasklist.  It is set up with a grant name being the primary field. We do monthly update requests via a form request.  The form request is going to the resource name for the grant task.  When the resource name receives their request, the forms are in grant order and not due date order.  We would like the automated update request to go out in a different order (due date) rather than by grant which is with sheet order.  I could not figure out which automation step to use to do this.

Paul Newcome

My first suggestion would be to sort the sheet by due date order. If this does not work...

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Move the Grant Task to a different column (I will call it [Grant Task] for this). In the Primary Column, use a formula such as this...

 

=YEAR([Due Date]@row + "" + IF(MONTH([Due Date]@row) < 10, "0") + MONTH([Due Date]@row) + IF(DAY([Due Date]@row) < 10, "0"), + DAY([Due Date]@row)

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What this does is generates a number in a consistent format of yyyymmdd based on the due date. The sort is up to you whether ascending or descending. Your requests should now go out in date order as opposed to task order.

Grant Coordinator

The forms are set up to go out as an automated update request.  Is there a way to have the sheet sort automatically before it does the automated update request?

 

Paul Newcome

Not directly.

 

Will there be multiples of the same due date? If so, we will need to account for this as well before moving on to the solution for auto-sorting.