Create date-based alert with more than 1 date field
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
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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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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.
- Client returns specific document today - Field Name is Doc Returned Date
- 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.
- I added a A checkbox field Named 'Doc Returned? and a Date Field called Alert Date
- 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?
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