Is this even possible?

Mary Pat Aust

I have a process document with columns with start dates and due dates. The process steps do not change from year to year. What I would like to do is trigger some action or create a formula that once an item is checked complete, the start date and due dates advance by 365 days. It would be great if the complete box was then unchecked.

This type of automation would be very helpful as this information feeds a roll-up report of all the upcoming dates for a variety of processes that reoccur annually.

I am grateful for any advice. Also, please tell me if this is pie in the sky thinking.

Thank you,

Mary Pat

Mike Wilday

I don't believe this is possible at this time without the use of some 3rd party tool like Zapier. But it's an interesting idea! Please submit a product enhancement request and let them know how you'd like this to work!

Mike Wilday

I don't believe this is possible at this time without the use of some 3rd party tool like Zapier. But it's an interesting idea! Please submit a product enhancement request and let them know how you'd like this to work!

Mary Pat Aust

Will do, thank you.