Create date-based alert with more than 1 date field

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Hello,

I need to create date-based alert with 2 date-fields - alert when a project is 2 weeks before either "Requested Date" or "Actual Planning Date". However it seems the trigger setup only limits to one date field to select - is there any suggestion for how to solve this?

PS: I'm currently creating 2 alerts, one per each field; but since besides 2 week alert, I also need alert for 1 week before, 3 days before, and 2 days before - if every one doubles, it's kinda too much and overwhelming for the team to track.

Thank you for your help!

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @helen helen

    I hope you're well and safe!

    You could add a so-called helper column with a formula checking both dates and then use that for the Alert instead.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic day!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Mr. K
    Mr. K ✭✭
    edited 07/22/21
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    Hi @Andrée Starå

    Hoping you are safe and well.

    Can you kindly help with a similar issue, where my mind tells me it can be done without formulas.

    1. Client returns specific document today - Field Name is Doc Returned Date
    2. I want the system to remind me to send feedback or alternatively to trigger a standard feedback email to the client 10 days after Returned Date?

    Thank you in advance.

    PharaK


    After sending the above, I just drafted automation.

    1. I added a A checkbox field Named 'Doc Returned? and a Date Field called Alert Date
    2. Trigger is when "Doc Returned?" is checked and Condition is Where Alert Date is a date

    Therefore when document is returned I check the box and set Alert Date 10 days after?

    I think this will work - agree?