Workflow to run on a specific day of the month based on a number that's put into a cell...

Automations 1

I'm trying to set up a workflow that will run monthly based on the number of the day of month that is entered into a cell.

So if "5" is entered into that cell, the workflow will run on Jan 5, Feb 5, Mar 5..... If 10 was entered, it will run monthly on the tenth. Every row will have a different number in it. I really don't want to set up 31 different workflows!

Any idea how to do this?

Paul Newcome

You could use a formula in a date type column to generate the next date for the automation and run it off of that.

=IFERROR(DATE(YEAR(TODAY()), IF(DAY(TODAY())< [Number Column]@row, MONTH(TODAY()), MONTH(TODAY()) + 1), [Number Column]@row), DATE(YEAR(TODAY()) + 1, 1, [Number Column]@row))

Paul Newcome

You could use a formula in a date type column to generate the next date for the automation and run it off of that.

=IFERROR(DATE(YEAR(TODAY()), IF(DAY(TODAY())< [Number Column]@row, MONTH(TODAY()), MONTH(TODAY()) + 1), [Number Column]@row), DATE(YEAR(TODAY()) + 1, 1, [Number Column]@row))

Automations 1

So Cool! thanks!

Paul Newcome

Happy to help. 👍️

Edwin R.

@Paul Newcome I need to do this exact same thing but I thing but confused by how the above works. I have a column "next month forecast" that is a formula based on a percentage of remaining revenue. That remaining revenue changes daily as it is recognized but I would like the formula for next month forecast to only run on the day we do the forecasting. Can you help me?