How to set date filter?

Hi Team,

I'm trying something like in a smartsheet I have a column named "EndDate". Now my ask is I want to trigger a mail if the current date is <20 days of EndDate.. How can I do that? What formula should I need to use. Could someone please help me out in solving this.

Best Answer

  • Debbie Sawyer
    Debbie Sawyer ✭✭✭✭✭✭
    Answer ✓

    Hi @Apex Predator

    You could set up a helper column Called Trigger Date which can be used in the automation. The formula for Trigger Date would be =[End Date]@row -20


    Then the automation would be if Trigger Date is today then send the email...

    Does this help?

    Kind regards

    Debbie

Answers

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!