Recurring workflow update requests based on date fields

Colin_G

Hi,

This seems so straightforward I'm convinced I'm doing something wrong. I'm setting up an update request in a sheet that needs to be sent weekly until a checkbox is checked in a column. I can do this with no problems if I manually set the date from which to start the recurring updates. However, if I want to use a date field to then kick off this recurring update request, it doesn't appear to be an option.

I can either set the recurring update request based on a manual date I enter, or have it be sent once based on a date field (so I'd have to manually set up reminders for the following update requests 1 week after the date field, 2 weeks after the date field, etc.).

Am I going mad? Is this functionality not available? It seems like everything is there to make this happen but I can't figure it out!

Thanks

Colin

Andrée Starå

Happy to help!

Try something like this.

=IF(Date@row >= TODAY(); 1; 0)

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

=IF(Date@row >= TODAY(), 1, 0)

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

Andrée Starå

Hi Colin,

You’ll need to use a so-called helper column.

It could be a checkbox that gets checked when the date in another column is today or similar.

Make sense?

Also, Please submit an Enhancement Request when you have a moment to have your vote added

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Would that work?

I hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Colin_G

Hi Andree,

Thanks for this - I'll definitely submit the enhancement request. In the meantime, how does the helper column update? Say for instance I want this update request to be sent every 7 days (i.e. weekly until a checkbox has been checked) after the date field date has been reached, what's the formula I need?

Thanks

Colin

Andrée Starå

Happy to help!

Try something like this.

=IF(Date@row >= TODAY(); 1; 0)

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

=IF(Date@row >= TODAY(), 1, 0)

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

Colin_G

Andree,

This is perfect, thanks! At first, I didn't understand how this worked with only using this formula in a column (initially I thought that it would send daily) but I see that by using it with the automation and setting the update request recurrence to once a week when the formula helper column is checked (so it only activates after the date field has been reached) it will send a reminder update request once a week as needed.

Again, thanks so much for your help!

Colin

Andrée Starå

Excellent!

Yes, it can be a little tricky at first!

Happy to help!