Recurring tasks

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  • Odednavon
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    HI @Paul Newcome - I have the same issue as Heather described above, and received the following answer from Support:

    "Setting up your action block will determine your workflow. To prevent infinite approval loops, cells which contain cross-sheet formulas or cell links won’t trigger an automation which automatically changes

    the sheet (Move Row, Copy Row, Lock Row, Unlock Row, Approval Request). To work

    around this, use time-based automation or recurrence workflows."

    *I set the DueDate column to DueDate as a row formula.

    *I tired to create a reference column to the countTasks column but it didn't work

    1. DueDate forumla - =MAX(COLLECT({Compliance Tasks list - Working Sheet Range 1}, {Compliance Tasks list - Working Sheet Range 4}, @cell = Tasks1))
    2. Frequency column - =DATE(YEAR(DueDate@row) + IF(Schedule@row = "Annually", 1, IF(Schedule@row = "Bi-Annual", 2, IF(AND(MONTH(DueDate@row) > 6, Schedule@row = "Semi-Annually"), 1, IF(AND(MONTH(DueDate@row) > 10, Schedule@row = "Quarterly"), 1)))), MONTH(DueDate@row) + IF(Schedule@row = "Semi-Annually", IF(MONTH(DueDate@row) > 6, -6, 6)), DAY(DueDate@row))
    3. CountTasks - =COUNTIFS({Compliance Tasks list - Working Sheet Range 2}, @cell = Tasks1, {Compliance Tasks list - Working Sheet Range 3}, @cell = 1)
    4. copyOfCountTask - =CountTasks@rowan.bradley

    It did worked few times and then stopped again. Do you know how to resolve this?

  • Odednavon
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    @Paul Newcome - Sorry for the long reply above, I just couldn't find a way for this automation to work due to this error


    'Cells which contain cross-sheet formulas or cell links won’t trigger an automation which automatically changes

    the sheet (Move Row, Copy Row, Lock Row, Unlock Row, Approval Request)'

    Is there a workaround which works?