Can I Use a Formula in an Automation Date Field

I have sheets that have several automations that key on a particular due date. The due dates change based on the first Monday of each month so they are never the same. I have a sheet for each month of the year. Each year I have to go through each sheet and change all the due dates to match a new due date for that year. I would love to be able to add a "Due Date" field to the Sheet Summary and use a formula in each automation to pull from this "Due Date" summary field. This way I only have to save it in one place on each sheet. Is this possible? I've not found a way to do it yet. Thank you.

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Answers

  • Toufong Vang
    Toufong Vang ✭✭✭✭✭

    Hi, @Doug Harmonson,

    One approach is to create a helper column, "Due Date", and then put a DATE() formula in the column so that you can reference the due date in your workflow automation. For example, if the due date for January 2023 is "01/23/2023" your column formula for Due Date would be =DATE(2023,1,23) . Every cell in that column will show 01/23/2023. You can hide this column as needed.

    Please share a visual example if this isn't what you are trying to do. (E.g., an image or mockup of what you expect it to look like.)

    You can find the full list of Smartsheet functions here, https://help.smartsheet.com/functions

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