Recurring workflow update requests based on date fields
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
Best Answer
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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.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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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
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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
-
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.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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
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Excellent!
Yes, it can be a little tricky at first!
Happy to help!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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