I have a recipe that schedules a reminder in Quickbase 10 days before and a new event is scheduled. If the new event is less than 10 days in the future the call was being scheduled for a past date. My workaround was to use three if steps (Greater than 10, less than 10, equal to 10 days) that can be seen in the attached print (Steps 10-18).
Is there a format suggestion for combining this into one step? I have attempted to use a greater than function (>) but haven't mastered the formatting of the formula.
Apologies for the delay in response. We just want to understand your question more. Did you want it to do different actions depending on whether it is greater than 10, less than 10, or equal to 10 days, or did you just want to have dynamic mapping on the same kind of action depending on the condition? It would be helpful if you can send over the recipe you are using.
The recipe does use dynamic mapping (see link below). In step #9 the recipe is to schedule a reminder call in quickbase 10 days (compensating for weekend day vs weekend) before the date of the event. I want to have a formula that recognizes if the date of the event is less than 10 days in the future it doesn't schedule to call in the past.
Hi Scott, I see that step 9 is a conditional action in the recipe you sent. Did you mean the Activity Date field in Step 12?
It is step 12 but the block starts at step 9
To clarify, your formula in the "Activity Date" field in Step 12 already accounts for the "schedule reminder call in Quickbase 10 working days before the date of the event" portion of the need, and you just need to add to this formula to check if the date is less than 10 days in the future?
If it is less than 10 days in the future, when did you want to schedule the reminder call? Or did you not want to schedule a call at all?
If the date is less than 10 days in the future I wanted the formula to schedule the activity for the next day. As an example, if I schedule an event for Friday I would want the activity to post for tomorrow.
I wanted to check back and see if there is an update on this string
Send us a ticket, we will try our best to assist you with your problem