Tasks Notification workaround

Hi all, I’ve had a problem for a while now where I needed to run workflows based on dates, in case it helps anyone I’ve found a way, albeit, a touch amateur and messy :flushed:. If you know of a better solution please do let me know.

In my scenario I want to check if a task is due today and alert the record owner.

I created a new formula field in the task table as below.

IF(DateDue = TODAY(), “yes”)

Then created a workflow to watch this field for an update, theoretically, if the DueDate is today it fires an email off with the details.

Edit Spoke to soon. If a task is created today for a due date 10th March (or any date), it inserts ‘False’ into the field and sends the email :frowning: Anyone know how to not have that formula only update if DueDate is today. So close and still miles off :smiling_face_with_tear:

Unless I’m misunderstanding, can’t you add a filter into your workflow to only proceed if your formula field = yes?

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Yes, that’s what I missed :slight_smile:

Thank you

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Hmmm, this didn’t work anyway, jumped the gun on it :flushed: The workflows wont run unless the field is updated.

So, if I create a task for Friday, the formula is only run when its created.

Back to the drawing board.

are you building exclusively in noloco or using something like airtable for the back end?

Noloco only (MySQL backend). I don’t see how I can achieve this with workflows with triggers unfortunately.

Effectively the workflow should only run IF date = today in this example.