I’m new to Monday.com still trying to understand how it wants me to think…, thought it would be cool to load my contacts and keep track of birthdays with a Kanban board. In order to see them coming ahead of time I created statuses as shown. I built formulas that take the birthday and subtract 30, subtract 7, etc. I hoped I could go in and select and automation (when it hits this date, change status to ____) to move the status when the date occurs but it appears the automation recipes don’t recognize my “formula” fields even though they are formatted for a date. Is there a better way to do this so it works without a bunch of manual entry? Thanks!
I figured it out. General Caster to the rescue! Custom Automations do not recognize monday.com formula fields as a date, however you can use a General Caster formula to cast the result to a date field - makes it all work.
1 Like