Trigger based on formula
Jonas Jacobs
Make it possible to use a defined formula as input for an automation. This as use case to set an SLA with escalation on the elapsed time.
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Caroline Ginty
Merged in a post:
Allow triggers based on value of custom formula fields
Abby Fuller
I track items based on age in days. I have one formula field, "Age," that returns a numeric value of days-old based on another custom date field, "purchase date." So if "Purchase Date" is 3/24/26 and today is 04/17/26, the Age field's value is 34. Task statuses are based on age range; 0-89 days, 90-119 days, 120-199 days, etc. I want to run automations to change the status based on age value, then send a direct message when a task reaches a milestone date. Since automations cannot be triggered based on fields that are populated by formula, I am having to create new date fields so that I know the milestone dates, then create date fields and manually populate each of those date fields, then trigger the automations based on those dates. Even if it were possible to simply type the dates in and move on, this would be an excruciating process, but it takes quite a long time to populate all of these fields manually for 300+ tasks. The simplest option would be to allow automations to trigger based on the value of fields that contain formulae like DAYS, TODAY, or even allow for triggers like {Purchase Date}+90. Being able to set triggers based on values, regardless of field type, would be immensely helpful.
Caroline Ginty
Thanks Jonas Jacobs! Would you be looking for a formula that uses existing dates from the task, e.g., "5 days after the due date" or "10 days after date created"? Or more complicated formulas?
Bilal Awan
Caroline Ginty: I believe a starting point would be great to use the existing dates, and then continue enhancing on the feature.
Jonas Jacobs
Caroline Ginty: Indeed we can start with this to accomodate the SLA feature.