Automated Workflow - Recurring Notification based on Date Field
I have a sheet where I need to have a notification sent to a team every 6 months from an entered Start Date. On my sheet, I have the Project Name, the Project Status, and the Project Start Date.
It seems in the workflow setup, the only triggers are when a row is added, changed, or when a date is reached. My instinct tells me I should use when a date is reached - which I have tried to associate to the Project Start Date. However, I can only keep that date field association when it is set to only 'run once'. When I change to custom to try and add the 6 month recurring interval, there is no ability to keep the association to the date field.
Main goal is to send a notification to each project team every 6 months from that project's start date. Any help is appreciated!
Answers
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@Chris Walker if I read your situation probably, you will need a helper column and 2 workflows. Set up like this should work. Every 6 months the helper date is reset.
Helper Column: "Helper Date" or whatever you want to call it
