Workflow based on future date

[Wallace_Service]

Hi, I’m trying to create a workflow that would send an email 6 months after the date value in a row. How would you create this expression? Essentially we mark a contract converted and give it a [Date converted] value. Looking to have a workflow email a scheduler 6 months after the date in the rows [Date converted] column.

Thanks!

Justin

[MultiTech · Accepted solution]

You need to make use of the Report feature instead of workflow. You would need a couple of things to make this happen:

1. A slice that pulls out any of the rows that are due; you could use a formula like this:

TODAY() = [Date converted] + "4380:00:00"

That number at the end should be 6 months in hours; adding that to the date should give us the date 6 months advanced, then we check to see if TODAY() is equal to that date - if it is, that row is pulled out and held in the slice.

2. A report put on a daily timer that sends the email for the rows in your slice.

help.appsheet.com

Reports

Generate reports and take actions on a schedule that you specify.

[Wallace_Service]

This is great, thank you so much!