Recurring date workflow help

Hi,

I have a sheet that has task, start and end dates, and assigned person (as well as a few other columns). I also have a 'recurring date' column. This sheet contains tasks that are done twice a year. I would love to set up a workflow to alert the 'assigned to' person 2 weeks before the start date. But I also want to automate the recurring date so that after it's completed, the dates change to the next year or 6 months ahead. Otherwise, I will have to keep inputting the same rows every 6 months.


I hope this makes sense. Any ideas? Thanks in advance.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Mary Vogt

    I hope you're well and safe!

    I recently developed an "advanced" recurring checklist solution for a client, and one of the methods I used was the Record a date feature, set to record the date by Frequency.

    Something like this.

    • Workflow, Trigger when a date is reached, custom and Record date as the last step.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    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!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Mary Vogt
    Mary Vogt ✭✭✭✭✭

    Hi, Andree,

    Thanks for the idea - but I don't know what "custom and Record date as the last step." means. Could you elaborate?

    Thank you.

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Mary Vogt

    Here's information on using the Record a Date action in a workflow: Set the Current Date with Record a Date Action

    I believe Andrée may mean that you could use a Helper Column to record a date once your task has been completed, then you can use a formula looking at that recorded date to add 6 months in the actual Due Date column.

    Ex:

    =[Recorded Date]@row + 183

    Then you can set up your reminder on the actual Due Date column, which will auto-adjust when your recorded date is auto-populated again.

    Cheers,

    Genevieve

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!