Hi Guys.
I’m trying to create an automation that changes the status to: “In Last Week”, if the date is within 7 days of the “QBR Date”, but it doesn’t seem to be working,
What am doing wrong here?
Just to add, I have an integration using “Start + End = Timeline” that generates the timeline column using a “Start Date” column and “QBR Date” column - hoping this isn’t impacting anything - not sure why it would.
Have uploaded some images:
One of the automation
One of the board - showing the status not changing even though its in the date range.
Your integration you have with this date column is impacting your dates and automations. I would go the route instead of subitems that outline tasks and milestone meeting for each event so you can still have individual dates and summarize the date columns to a timeline in the parent item.
This will work then with your automations you need as well.
The issue here is that you’re expecting the 1 week before to act as a condition. Really it is acting as a trigger.
So let’s say it is 8 days before the QBR date arrives. The following day, this will trigger and your status will change.
However, if the QBR Date is set to a date that is already <1 week away from the current date, it will never cross this threshold and the automation you showed won’t trigger.
Essentially, you have two options, of which you can use either or combine them:
Duplicate this formula 7 times and use different triggers (i.e. 6 days before, 5 days before … 1 day before etc.). This seems like it would really help, as you want to make sure the notification is sent. Consider adding a status column “Notification Sent?” to use as a filter. “And only if Notification Sent? is No” / “And set Notification Sent? to Yes” would prevent a notification sending every day.
Use the formula column to indicate this. The formula column won’t act as a trigger, so it won’t send a notification, however it will allow you to display the information. As best practice, I would definitely recommend using a different column to indicate <1 week away anyway. It’s not technically a Status, so it muddies the waters of your model to represent that information in the same column. I don’t know what other statuses you keep in there, but it might be helpful to see <1 week away and Stuck or <1 week away and Not Started or <1 week away and In Progress. If you just change that column to <1 week away, you might be masking useful data.
Please feel free to reach out to me directly for help with monday.com or your IT strategy generally.
