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

Maria Ponce

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.

Andrée Starå

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!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå

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!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Maria Ponce

Thank you, this was very helpful.

Andrée Starå

@Maria Ponce

Excellent!

You're more than welcome!