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It would be awesome to have be able to set a custom recurrence for a workflow that is triggered based on a Date Field instead of a hard coded date. This would be extremely useful for Update Requests and Alerts. For instance having it resend the UR/ Alert/ Approval until a condition changes that shows they have responded.
For a Date Triggered automation, you can only choose a custom recurrence start date using a calendar and not using a Date Field within the sheet. I am trying to accomplish an update request that triggers 3 days after a Date Field, and repeats weekly after the Date Field (or after the first notification). The date field will consistently be updated and another field should be updated at the same time, but might be missed. Currently, I'll have to duplicate the Run Once Date Trigger automation and change "3 days after" to "X days after" for recurring notifications to update the second field which makes the automations page a bit messy
You can set date field based triggers.
Hi Paul,
I appreciate the quick reply but this does not answer my full question.
I am trying to accomplish an update request that triggers 3 days after a Date Field, and repeats weekly after the Date Field…Currently, I'll have to duplicate the Run Once Date Trigger automation and change "3 days after" to "X days after" for recurring notifications to update the second field which makes the automations page a bit messy
I am trying to accomplish an update request that triggers 3 days after a Date Field, and repeats weekly after the Date Field…
Currently, I'll have to duplicate the Run Once Date Trigger automation and change "3 days after" to "X days after" for recurring notifications to update the second field which makes the automations page a bit messy
Ah. Ok. I wasn't able to follow your original post.
Another option would be to set up the 3 days after then, instead of a bunch of duplicates for x days after, set up one that runs weekly and include a condition of that date being in the past.
That cuts you down to two separate automations. I know it isn't exactly weekly after the specific date, but it is weekly.
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