How do I set dates depending on another task being completed?

If we speak with someone that completed a questionnaire we will follow up with them in 28,35,42 days. I am able to set the dates to be prefilled but how do I set the condition that if only the questionnaire was completed or is "green" we should enter the follow up dates? We have a column to show green or red for questionnaire completed.

Thank you in advance.

Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @Maria Ponce

    I hope you're well and safe!

    Try something like this.

    1. Add a Workflow with the Record a date action to record the date in a column (Questionnaire Completed Date) when the Questionnaire column goes Green.
    2. Add something like this formula to the follow-up date columns.
    =IF(Questionnaire@row = "Green", [Questionnaire Completed Date]@row + 28, "")

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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