Hello, I’m trying to create a scenario where a date is calculated 5 years from an initial date. I then need a date that is 18months prior to the 5yr date, one that is 12months prior and one that is 6months. I then want to trigger an email at those 18/12/6m dates. I can use the formula column to calculate the 5yr, 18/12/6m dates but automations wont pick up the formula columns. It also has to work where the initial date is in the past as we have retrospective data we are bringing into the board.
Don’t use a formula column to set those dates. Instead use a date column. You’ll want to create automations that set the dates to ‘today’ and then ‘push’ those dates as needed.
The ‘initial’ reference dates are all variable and in the past. So if everything is set to today then that won’t work as it’s not linear for all.
I should have caught that. Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have?
Work Management, not sure what level as I’m not an admin (not enterprise, I know that)
Hey @yarden - while this setup might be a bit specific, you may find our new Smart Timeline + Duration app really helpful for managing dates, statuses, reminders, and assignments — feel free to give it a look!
Would love to get your feedback or even show it to you live if that helps!