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I am trying to create a workflow reminder, I want it to run weekly one week after a due date and to repeat until conditions have been met. Any Ideas?? I see that you can create a weekly reminder but you have to choose a date and I want it to be based off a due date.
Hi Mandy,
You could use a so-called helper column to make it work. It could also be possible to do it with conditions in the Automation but not sure.
Would that work?
Hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
Possibly a helper column would help I will look into that thank you so much for your help
Excellent!
Happy to help!
Let me know if you have any questions!
Good Afternoon,
I am working on the helper column and I am struggling a little with this. The formulas are a little different than excel. What I want is if today's date is 1 week greater than the date in cell a and Cell B is blank then to check cell C. Does this make sense?
Thank you,
Mandy
Try something like this.
=IF(AND(Due@row = TODAY(-7); ISBLANK(Condition@row)); 1)
The same version but with the below changes for your and others convenience.
=IF(AND(Due@row = TODAY(-7), ISBLANK(Condition@row)), 1)
Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.
Did it work?
Good Morning,
This formula did work and I thank you very much for your help but I do have another question. If it is 8 days past the due date it will not keep that box checked any longer. Is there a way I can adjust that formula so anything 7 or more days past due the box will stay checked?
Thank you again,
This worked perfect I just changed = to < and it is all set thank you so much for all your help!
Okay so I did run into a problem with this. If my due date cell is blank it is still checking the helper column? I used < TODAY(-7) because I need to send alerts for anything 7 days or more past due. Can you help?
Ok.
=IF(ISBLANK(Due@row); ""; IF(AND(Due@row = TODAY(-7); ISBLANK(Condition@row)); 1))
=IF(ISBLANK(Due@row), "", IF(AND(Due@row = TODAY(-7), ISBLANK(Condition@row)), 1))
Thank you so much that is perfect and did exactly what I needed it to.
Excellent!I'm always happy to help!
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