About Auto Reminders

Heshy Tauber

Hi Community ,I have an Invoice sheet w

 

i manage i auto Repairs shop on wheels Receivables I have an Invoice sheet tracker 

 

I have an Invoice sheet where I have the following columns

a column "service date " date type 

 a check column  type "send invoice "

a check column " completed  " 

and Description of service as a text type 

"next schedule date " Date column

 

so my question is here i want to create an If scenario on alerts  

 

=if Description of service contains the word "PM" then it should calculate by the next scheduled date Column a date for 3 month from service date 

 

then i can make a reminder to go back to customer for another inspection 5 days before next scheduled date?

 

but my main question is how to do the formula to calculate 3 month from service date only if the column contains in the description the word PM

 

maybe i can do it as a service code any suggestions on how to Proceed?

Shaine Greenwood

Hello Heshy,

 

I'd recommend creating a formula and placing it in an additional date column, then you can create reminders off of the additional column.

 

You'd want to create an IF statement, such as =IF([Description of service]3 = "PM", [Service Date]1 + 90) or something similar. Check out our formulas articles for more information:

 

Creating and Editing: https://help.smartsheet.com/articles/518547-creating-editing-a-smartsheet-sight

Functions List: https://help.smartsheet.com/articles/775363-using-formulas