triggering a workflow by a system date

I'm trying to trigger a notification based on Creation Date (auto-date) + 30 days. I hope I'm just being thick since I would think this to be a fairly common type of workflow. Unfortunately system date columns cannot be used to trigger a workflow, unless I'm missing something. At this point I think I need to create a helper column with a formula based on the Creation Date column. Thoughts on how to do this fairly basic workflow? Example formula for a helper column?

Best Answer


  • BecH.
    BecH. ✭✭

    I am trying to do the same thing and see there hasn't been a response to this. @Jim Bob Green, it looks like this is 10 months old - did you ever figure this out and/or get an answer offline? Thanks for any help you can give!

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    The formula for the helper column would be:

    =DATEONLY([Creation Date]@row) + 30

  • Thanks Paul.

    @BecH. I actually don't specifically recall how I got around this last year. I have a bunch of Smartsheets I work with and have long since moved on. I probably leveraged the relatively new Record a date workflow to more easily push the creation date into a helper column. That is an awesome newer Smartsheet feature that has saved me a ton of time. Regardless, Paul's answer is one that I'm saving in a little file I keep of helpful function examples.

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