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



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