Recurring tasks

Paul Newcome

Happy to help. 👍️

Odednavon

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

@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?