How do I calculate a formula to alert 6 months before a travel date from a passport expiry date?
I'm lost for creating a formula to create an alert from 6 months before a travel date (column labelled):
Trip Start Date (office)
from a passport expiration date (column labelled):
Expiration Date
by highlighting the Expiration date (YELLOW) and notifying shared sheet owners.
Answers
-
I hope you're well and safe!
There are two ways to structure a solution.
- Using formulas
- Using automation (see my example below)
- Add a so-called helper column (Checkbox), and you can call it Six Month Alert.
- Add an Alert that Triggers from when a Date is reached, but it's run 180 days before that date. It will send an Alert and then add another Action to Change cell value and set it to change the Checkbox in the helper column to be checked.
- Set up a Conditional Formatting rule to format the Expiration Date when the Checkbox is checked.
Would any of those options work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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