Move to another sheet when date is x months old?

Kimbh

Hi, is it possible with an automation or set up a formula to move a row to another sheet after it three months old? I have a date column, but I can't find a way to move it by date.

Thank you

Jeff Reisman

If you're using the system column "Created" for your start date, add a date column:

=Created@row + 90

Alternatively, just use this formula to add 90 days to whatever date field you are using.

That will set the date field to 90 days after it was created, roughly 3 months old.

Then create your automation rule:

Kimbh

I created this automation saying if the form date field is not within the next 90 days to remove older rows, but it removes everything. What do I have set wrong in the condition? Thanks

Christina09

Hi @Kimbh

Another way is to set the trigger if you set the automation to run when 90 days is reached:

Jeff Reisman

@Kimbh

Change your Condition to:

Where Form Date is not the LAST (days)

90

and then add another condition

Where Form Date is not in the future.

This way the Form Date must be in the past, and it must be older than 90 days, in order to be Moved.

Jeff Reisman

https://community.smartsheet.com/discussion/comment/322057#Comment_322057

@Christina Lam

Cool! I didn't even know that was built-in. Thanks!

Christina09

@Jeff Reisman

I'm learning new things every day too :)

Kimbh

Oh I get it now.... Thank you so much