Automated Workflow - Recurring Notification based on Date Field

Chris Walker

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!

Samuel Mueller

@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