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Automatically Submitting Form When a Specific Date is Reached

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Lanai
4 - Data Explorer
4 - Data Explorer

Is it possible to have the below happen?

When 30 Days from an Event Date is reached, an entry is automatically added to an already created Project Tracker (To-Do) list. For example, as an event company there are many things we do for EVERY event (reoccurring tasks) at various milestones (30 days out, 7 days out, day before, etc.) and rather than fill out the Project Order form that places that "to do" item on the Project Coordinators tracker of tasks, we are looking for a solution to have it automatically added at the milestones. The Project Order Form was built so anyone on our team could "order" a "task" from a Coordinator, and that Coordinator will see their list daily with the various due dates, mark them in-progress, done, etc. so we can visually know where we are at. // Instead of ordering the reoccurring tasks, is there a way for an automation to add an entry to the tracker (or submit the form) to appear on the list of things to do, with name of task, due date, etc. ?

1 Reply 1

Yeap.  Create a formula field that'll help you calculate the date that's 30 days from an event date:

Screenshot 2023-04-16 at 3.49.17 PM.png

Formula used:

DATEADD({date}, -30, 'days')

Then, create another formula field that'll help you check whether today's the same date as the one in that formula field:

Screenshot 2023-04-16 at 3.51.50 PM.png

IS_SAME({30 days before date}, TODAY(), 'days')

Then, create an automation that'll trigger on this new formula field to create a new record with the details you want.  You could combine the two formula fields above into one as well if you'd like