May 15, 2023 10:33 AM
I'm trying to set up an automation that generates dates for each step of our approval process, based on the inputted "Go live" date. For example, if the project needs to go live on 7/29, manager approval should be 3 weeks prior and leadership approval should be 2 weeks prior. Does anyone know how to populate this timeline automatically so we don't have to do the math ourselves and it saves us some time?
May 16, 2023 12:56 PM
One way you can set this up is to create a column that calculates how many days from the go-live date column you are. Create a calculated column called "Countdown to go-live":
Then from there you can base your automation on a # value criteria (e.g. email manager for approval when countdown field is <21 days, <14 days etc.)
May 17, 2023 11:39 AM
Thank you! Do you know of a way to make it into a date field as opposed to an automation? We want to have listed dates for each step of approval.
May 17, 2023 11:53 AM
If you want a column for each specific date, you can use a formula like this: